READ YOUR CONTRACT CAREFULLY Sample Clauses

READ YOUR CONTRACT CAREFULLY. This is a legal contract between you (the “Owner”) and Pacific Life Insurance Company (hereinafter referred to as “we”, “us”, “our” and the “Company”). We agree to pay the benefits provided under this Contract, subject to its provisions. We have issued this Contract in consideration of the application and payment of the Initial Purchase Payment. BENEFITS AND VALUES PROVIDED UNDER THIS CONTRACT MAY BE ON A VARIABLE BASIS. AMOUNTS DIRECTED INTO ONE OR MORE OF THE VARIABLE INVESTMENT OPTIONS WILL REFLECT THE INVESTMENT EXPERIENCE OF THOSE INVESTMENT OPTIONS. THESE AMOUNTS MAY INCREASE OR DECREASE, AND ARE NOT GUARANTEED AS TO A DOLLAR AMOUNT. THE DETAILS OF THE VARIABLE PROVISIONS BEGIN ON PAGE 10.
Sample 1Sample 2Sample 3See All (4)
AutoNDA by SimpleDocs
READ YOUR CONTRACT CAREFULLY. Signed for Pruco Life Insurance Company of New Jersey, a New Jersey Corporation. /S/ XXXXXXXX X. XXXXXX Secretary President INDIVIDUAL MULTIPLE PURCHASE PAYMENT MODIFIED GUARANTEED DEFERRED ANNUITY CONTRACT NONPARTICIPATING MVA-2002 NY
Sample 1
READ YOUR CONTRACT CAREFULLY. Right to Examine the Contract: If for any reason you are not satisfied with this Contract, you may return it within 10 days from the date you received it to Symetra or to the registered representative who sold you this Contract. When we receive this Contract, we will refund your contract value, your Purchase Payments, or the greater of the two, depending on your state’s requirements. In states where we are required to return Purchase Payments, we reserve the right to allocate all Purchase Payments designated for the various Portfolios to the [Fidelity VIP Money Market Portfolio – Service Class 2] until the Contract is 15 days old. Signed for Symetra Life Insurance Company by: Xxxxxx Xxxxx Xxxxxxx X. Xxxxxx Secretary President INDIVIDUAL FLEXIBLE PREMIUM DEFERRED VARIABLE ANNUITY NON-PARTICIPATING THIS IS A VARIABLE ANNUITY CONTRACT. WHEN YOUR CONTRACT VALUE AND ANNUITY PAYMENTS ARE BASED ON THE INVESTMENT EXPERIENCE OF THE PORTFOLIOS, THE DOLLAR AMOUNTS ARE NOT GUARANTEED AND WILL INCREASE OR DECREASE. ALL VALUES AND PAYMENTS BASED ON THE GUARANTEED INTEREST PERIOD FIXED ACCOUNT OPTION, WHEN TAKEN BEFORE THE END OF A GUARANTEED PERIOD, MAY BE SUBJECT TO A MARKET VALUE ADJUSTMENT. THE MARKET VALUE ADJUSTMENT MAY CAUSE SUCH VALUES AND PAYMENTS TO INCREASE OR DECREASE. SEE “PURCHASE PAYMENT PROVISIONS”, “INVESTMENT OPTIONS”, AND “ANNUITY PAYMENT PROVISIONS” FOR DETAILS. SymetraSM and the Symetra Financial logo are service marks of Symetra Life Insurance Company. TABLE OF CONTENTS CONTRACT DATA PAGE Insert DEFINITIONS Accumulation Phase 1 Accumulation Unit 1 Annuitant 1 Annuity Date 1 Annuity Unit 1 Beneficiary 1 Contract 1 Contract Year 1 Fixed Account Options 1 General Account 1 Guaranteed Period 1 Income Phase 1 IRC 1 Market Value Adjustment (MVA) 1 Owner 1 Portfolios 1 Purchase Payment 2 Separate Account 2 THE ANNUITY CONTRACT ABOUT THE CONTRACT 3 OWNER 3 ANNUITANT 3 BENEFICIARY 3 Change of Beneficiary 3 PURCHASE PAYMENT PROVISIONS PURCHASE PAYMENTS 4 ALLOCATION OF PURCHASE PAYMENTS 4 ACCUMULATION UNITS 4 INVESTMENT OPTIONS VARIABLE INVESTMENT OPTIONS 6 Substitution of Shares 6 FIXED ACCOUNT OPTIONS 6 Dollar Cost Averaging Fixed Account Option 6 Enhanced Fixed Account Option 6 Guaranteed Interest Period Fixed Account Option 7 CONTRACT VALUE 8 TRANSFERS 8 Limits on Excessive Transfers 9 CHARGES INSURANCE CHARGES 10 Mortality and Expense Risk Charge 10 Asset-Related Administration Charge 10 DISTRIBUTION CHARGE 10 WITHDRAWAL CHARGE 11 TRANSFER CHARGE 11 PREMI...
Sample 1
READ YOUR CONTRACT CAREFULLY. This is a legal contract between you (the “Owner”) and Pacific Life Insurance Company (hereinafter referred to as “we”, “us”, “our” and the “Company”). We agree to pay the benefits provided under this Contract, subject to its provisions. We have issued this Contract in consideration of the application and payment of the Initial Purchase Payment. BENEFITS AND VALUES PROVIDED UNDER THIS CONTRACT MAY BE ON A VARIABLE BASIS. AMOUNTS DIRECTED INTO ONE OR MORE OF THE VARIABLE INVESTMENT OPTIONS WILL REFLECT THE INVESTMENT EXPERIENCE OF THOSE INVESTMENT OPTIONS. THESE AMOUNTS MAY INCREASE OR DECREASE, AND ARE NOT GUARANTEED AS TO A DOLLAR AMOUNT. THE DETAILS OF THE VARIABLE PROVISIONS BEGIN ON PAGE 12. AMOUNTS TRANSFERRED OR WITHDRAWN FROM ANY GUARANTEED INTEREST OPTION, INCLUDING AMOUNTS WITHDRAWN AND APPLIED FOR AN ANNUITY, BEFORE THE END OF ITS GUARANTEE TERM, ARE SUBJECT TO A MARKET VALUE ADJUSTMENT. THE DETAILS OF THE MARKET VALUE ADJUSTMENT BEGIN ON PAGE 11.
Sample 1
READ YOUR CONTRACT CAREFULLY. This contract is a legal contract between the contract owner and Fortis Benefits Insurance Company. <TABLE> <CAPTION> TABLE OF CONTENTS Page # <S> <C> Annuitant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Beneficiary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Sample 1
READ YOUR CONTRACT CAREFULLY. This is a legal contract between you (the “Owner”) and Pacific Life & Annuity Company (hereinafter referred to as “we”, “us”, “our” and the “Company”). We agree to pay the benefits provided under this Contract, subject to its provisions. We have issued this Contract in consideration of the application and payment of the Initial Purchase Payment. BENEFITS AND VALUES PROVIDED UNDER THIS CONTRACT MAY BE ON A VARIABLE BASIS. AMOUNTS DIRECTED INTO ONE OR MORE OF THE VARIABLE INVESTMENT OPTIONS WILL REFLECT THE INVESTMENT EXPERIENCE OF THOSE INVESTMENT OPTIONS. THESE AMOUNTS MAY INCREASE OR DECREASE, AND ARE NOT GUARANTEED AS TO A DOLLAR AMOUNT. THE DETAILS OF THE VARIABLE PROVISIONS BEGIN ON PAGE 10. THE DEATH BENEFIT PROVIDED UNDER THIS CONTRACT WILL BE REDUCED BY ANY RECAPTURE MADE IN ACCORDANCE WITH THE RECAPTURE OF CREDIT ENHANCEMENT PROVISION.
Sample 1
READ YOUR CONTRACT CAREFULLY. This contract is a legal contract between the contract owner and First Fortis Life Insurance Company. TABLE OF CONTENTS Page # Annuitant 2 Beneficiary 4 Death Benefit 10 & 11 Definitions 2 & 3 Fixed Account 6 & 7 Fixed Annuity Payments 12 General Provisions 4 & 5 Guarantees 6 Market Value Adjustment 7 Purchase Payments 5 Surrenders 9 & 10 Termination 5 Transfers 9 Variable Account 8 Variable Annuity Payments 12 & 13 Any contract amendments or endorsements follow the Contract Data Page. Additional benefits added by rider follow the Optional Annuity Forms Tables. The application is the last page of the contract. ANNUITANT: BENEFICIARY AT ISSUE: CONTRACT NUMBER: CONTRACT ISSUE DATE: OWNER: ANNUITY COMMENCEMENT DATE: INITIAL PURCHASE PAYMENT: MAXIMUM ASSET CHARGE FACTOR: 1.35% Annually (or .0036986% Daily) (For the Variable Account Only) CURRENT MAXIMUM TRANSFER CHARGE: $ 0.00 $25.00
Sample 1
AutoNDA by SimpleDocs

Related to READ YOUR CONTRACT CAREFULLY

  • PLEASE READ YOUR CONTRACT CAREFULLY It is a legal Contract between you, the Owner, and us, SBL. The Contract's table of contents is on page 2. FREE LOOK PERIOD-RIGHT TO CANCEL YOU MAY RETURN THIS CONTRACT WITHIN 10 DAYS AFTER YOU RECEIVE IT. YOU MAY RETURN THE CONTRACT BY DELIVERING OR MAILING IT TO SBL. THIS CONTRACT WILL THEN BE DEEMED VOID FROM THE BEGINNING. NO WITHDRAWAL CHARGE WILL BE IMPOSED, AND WE WILL REFUND YOUR CONTRACT VALUE, INCLUDING ANY FEES AND/OR CHARGES FOR PREMIUM TAX THAT WERE DEDUCTED FROM THAT CONTRACT VALUE, LESS THE VALUE OF ANY CREDIT ENHANCEMENTS MADE INTO THE CONTRACT, AS OF THE DATE WE RECEIVE THE RETURNED CONTRACT. Signed for Security Benefit Life Insurance Company on the Contract Date. XXXXX X. XXXXX XXXX X. XXXXXXX Secretary President A BRIEF DESCRIPTION OF THIS CONTRACT This is a FLEXIBLE PREMIUM DEFERRED VARIABLE ANNUITY CONTRACT. * Investment Experience is Reflected in Benefits * Variable and Fixed Accumulation Before the Annuity Start Date; Variable and Fixed Annuity Payments Thereafter * Death Benefit Proceeds are Payable Before the Annuity Start Date * This Contract is Non-Participating BENEFITS AND VALUES PROVIDED BY THIS CONTRACT MAY BE ON A VARIABLE BASIS. AMOUNTS DIRECTED INTO ONE OR MORE OF THE SUBACCOUNTS WILL REFLECT THE INVESTMENT EXPERIENCE OF THOSE SUBACCOUNTS. THESE AMOUNTS MAY INCREASE OR DECREASE AND ARE NOT GUARANTEED AS TO DOLLAR AMOUNT. (SEE "CONTRACT VALUE AND EXPENSE PROVISIONS" AND "ANNUITY PAYMENT PROVISIONS" FOR DETAILS.) [SBL LOGO] SECURITY BENEFIT LIFE INSURANCE COMPANY A Member of The Security Benefit Group of Companies 000 XX Xxxxxxxx Street, Topeka, KS 66636-0001 0-000-000-0000 The variable annuity covered by this Contract is the subject of a pending patent application in the United States Patent and Trademark Office. V6029 (8-00) -------------------------------------------------------------------------------- TABLE OF CONTENTS -------------------------------------------------------------------------------- Page CONTRACT DATA PAGE........................................................ 3 DEFINITIONS............................................................... 4

  • Know Your Customer Information Upon a merger or consolidation pursuant to Section 7.3(b), the Borrower or the surviving corporation into which the Borrower is merged or consolidated shall deliver for the benefit of the Lenders and the Administrative Agent, such other documents as may reasonably be requested in connection with such merger or consolidation, including, without limitation, information in respect of “know your customer” and similar requirements, an incumbency certificate and an opinion of nationally recognized independent counsel, or other independent counsel reasonably satisfactory to the Majority Lenders, to the effect that all agreements or instruments effecting the assumption of the Obligations of the Borrower under the Notes, this Agreement and the other Loan Documents pursuant to the terms of Section 7.3(b) are enforceable in accordance with their terms and comply with the terms hereof.

  • Anti-Money Laundering and Red Flag Identity Theft Prevention Programs The Trust acknowledges that it has had an opportunity to review, consider and comment upon the written procedures provided by USBFS describing various tools used by USBFS which are designed to promote the detection and reporting of potential money laundering activity by monitoring certain aspects of shareholder activity as well as written procedures for verifying a customer’s identity (collectively, the “Procedures”). Further, the Trust has determined that the Procedures, as part of the Trust’s overall anti-money laundering program and the Red Flag Identity Theft Prevention program, are reasonably designed to prevent the Fund from being used for money laundering or the financing of terrorist activities and to achieve compliance with the applicable provisions of the Fair and Accurate Credit Transactions Act of 2003 and the USA Patriot Act of 2001 and the implementing regulations thereunder. Based on this determination, the Trust hereby instructs and directs USBFS to implement the Procedures on the Trust’s behalf, as such may be amended or revised from time to time. It is contemplated that these Procedures will be amended from time to time by the parties as additional regulations are adopted and/or regulatory guidance is provided relating to the Trust’s anti-money laundering and identity theft responsibilities. USBFS agrees to provide to the Trust:

  • Know Your Customer Requirements (a) The Owner must promptly on the request of any Finance Party supply to that Finance Party any documentation or other evidence which is reasonably requested by that Finance Party (whether for itself, on behalf of any Finance Party or any prospective new Lender) to enable a Finance Party or prospective new Lender to carry out and be satisfied with the results of all applicable know your customer requirements.

  • Know Your Customer The Administrative Agent shall have received, at least three (3) Business Days prior to the Closing Date, all documentation and other information required by regulatory authorities under applicable “know your customer” and anti-money laundering rules and regulations, including, without limitation, the Patriot Act, in each case as requested at least ten (10) Business Days prior to the Closing Date.

  • Anti-Money Laundering Program Services BNYM will perform one or more of the services described in subsections (1) through (7) of this Section 3(b) if requested by the Fund and the Fund agrees to pay the fees applicable to the service as set forth in the Fee Agreement (“AML Services”).

  • LIFE COMPANY TO PROVIDE DOCUMENTS; INFORMATION ABOUT AVIF (a) LIFE COMPANY will provide to AVIF or its designated agent at least one (1) complete copy of all SEC registration statements, Account Prospectuses, reports, any preliminary and final voting instruction solicitation material, applications for exemptions, requests for no-action letters, and all amendments to any of the above, that relate to each Account or the Contracts, contemporaneously with the filing of such document with the SEC or other regulatory authorities.

  • Anti-Money Laundering Program Procedures You represent and warrant that you have adopted and implemented policies and procedures to comply with all anti-money laundering, customer identification and verification, suspicious activity, currency transaction reporting and similar laws and regulations, including, but not limited to, the Bank Secrecy Act, as amended by the USA PATRIOT Act, and the regulations thereunder, applicable to you. You also represent and warrant that you will not purchase or sell Fund shares, or otherwise facilitate any transaction, on behalf of any person on the list of Specially Designated Nationals and Blocked Persons maintained by the Office of Foreign Assets Control (“OFAC”), or other similar governmental lists, or in contravention of any OFAC maintained sanctions program. You agree to share information with the Fund for purposes of ascertaining whether a suspicious activity report (“SAR”) is warranted with respect to any suspicious transaction involving Fund shares, provided that neither you nor the Fund is the subject of the SAR filing. You also represent and warrant that you have filed the requisite certification with the Financial Crimes Enforcement Network (“FinCEN”) to allow you to share information pursuant to Section 314(b) of the USA PATRIOT Act. In addition, you shall, to the extent consistent with applicable law, take all steps necessary and appropriate to provide the Funds and/or us with any requested information about investors and accounts in the event that the Funds or we shall request such information in response to an inquiry or investigation by an appropriate authority.

  • IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an Account. When the Company opens an Account the Bank will ask for the depositor's name, address and other information that will allow the Bank to identify the depositor. The Bank may also ask to see other documents that substantiate the depositor's identity.

  • Anti-Money Laundering Services In each case consistent with and as required or permitted by the written anti-money laundering program of the Client (“AML Program”):

Time is Money Join Law Insider Premium to draft better contracts faster.