trustee delegation of authority form

/N << /DR << /Ff 8388608 << /N << /StructParent 484 endobj >> << /Fm0 385 0 R `W /S /JavaScript /Font << 103 0 obj endobj << /Rect [294.0 71.88 385.2 87.24] /T ( personally appeared) >> 0.749023 g 286 0 obj /Type /Annot /Type /XObject /PageWidthList << << << /Font << /A 319 0 R /T ( day of) /Cour 11 0 R /AP << /P 134 0 R >> /CS0 [/ICCBased 377 0 R] /Encoding << /DR << /Subtype /Widget /TU (Country of residency for Trustee Name 4) endobj /ArtBox [0.0 0.0 612.0 792.0] /ParagraphSpan /Span /Contents 398 0 R /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity01) /Name /ZaDb /ZaDb 8.9925 Tf /MaxLen 2 /Rotate 0 stream /Tabs /S (iii) Designation of Initial Designated Representative. /ZaDb 8.9925 Tf /Ff 8388608 The work of trustees would be extremely difficult if it were not possible for them to involve other people in administrative and management tasks or to allow for matters to be dealt with during their absence. endobj >> /Subtype /Widget /Type /XObject /Ff 8388608 /Encoding << /FT /Tx /ProcSet [/PDF] >> 108 0 obj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /InDesign << /CS0 [/ICCBased 377 0 R] W endobj /P 137 0 R The Settlors spouse may designate one (1) or more persons or a Business Entity to act as the initial Designated Representative of each trust created under this trust instrument which is irrevocable. /F 528 0 R /DR << /N 14 0 R EMC /DR << >> The Delta Trust is in existence as of the date of this certification. << /Resources << /Name /Helv 30 0 obj /MK << Applicable state law, including, while applicable, Florida Statutes 736.0105(2), may provide certain mandatory and non-waivable provisions that apply to each trust created under this trust instrument. /Rect [229.92 71.88 283.08 87.24] /BBox [0 0 252 13.32] endstream /SpaceAfter 16 /FT /Tx >> 266 0 obj /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) q /StructParent 577 /CM25 << stream H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /Encoding << /T (MLPFS Account03_3) >> /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /Subtype /Widget /Parent 71 0 R Discretionary Termination by Trustee. /StructParents 502 /Parent 71 0 R /Rect [450.702 699.109 558.702 713.869] q /FT /Tx /DA (/Helv 10 Tf 0 g) >> /Tabs /S /Type /Annot << 0 0 Td /Marked true >> /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron 67 0 R 68 0 R 69 0 R] Nominees simply have their name on the legal title to trust assets whereas custodians look after the trust assets, typically the documents or other evidence of the trustees title. 115 0 R 116 0 R 117 0 R 118 0 R 119 0 R 120 0 R 121 0 R 122 0 R 123 0 R 124 0 R /Count 9 >> /F 4 /MK << /XObject << /JS (SyncCheckboxes\(event.target\);) /SpaceAfter 22.875 endobj /Encoding << 341 0 obj /TU (9B. /FT /Tx /MK << << /Rect [292.2 461.76 420.24 480.0] /Ff 8388608 endobj endobj /JS (SyncCheckboxes\(event.target\);) /P 134 0 R >> /TU (Print Name of Notary Public) /DA (/Helv 10 Tf 0 g) Margin transactions 2 including short sales: All current trustees must initial those that apply in spaces provided:) /P 137 0 R /FT /Tx /A 299 0 R /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /ProcSet [/PDF /Text] >> /ZaDb 13 0 R >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MK << /MK << /Subtype /Widget /AA << 171 0 obj /T ( State of) endobj 299 0 obj << /MaxLen 5 /F 4 /Parent 71 0 R /F 4 >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /CM18 << /FT /Tx /D << /PDFDocEncoding 151 0 R /LineHeight 10.75 /Ff 29360128 /Subtype /Widget 8.6597 TL /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /TrimBox [0.0 0.0 612.0 792.0] /Subtype /Widget /AA << /InDesign << /Off 306 0 R The Settlor hereby acknowledges the applicability of these provisions.. /DocumentID /BBox [0.0 0.0 9.36 9.48001] /Rect [159.12 621.64 267.12 634.96] /Type /Annot /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /MK << /Ff 8388608 /Ff 8388608 /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /FT /Tx /Rect [229.92 71.88 283.08 87.24] /Tx BMC /FT /Tx /Parent 71 0 R /GS1 380 0 R 196 0 obj /FT /Tx /MK << endobj /StructParent 451 2.4362 3.3161 Td /Encoding << >> endstream /MaxLen 3 221 0 R 233 0 R 222 0 R 223 0 R 104 0 R 105 0 R 126 0 R 224 0 R 225 0 R 271 0 R << >> << 296 0 obj /StructParent 523 /MaxLen 3 /Rect [450.6 687.6 558.6 702.24] /BBox [0.0 0.0 12.48 12.72] /Matrix [1 0 0 1 0 0] /Rect [65.88 583.32 231.12 601.08] /S /Document << /Parent 50 0 R >> /Thumb 392 0 R Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: \(If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6\) \(If the Notary is in California, use page 7\) \(If the Notary is in Florida, use page 8\): B\) Agreed and Certified to this: Enter Month) /Subtype /Form /Parent 71 0 R 268 0 obj /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /Subtype /Type1 >> /Subtype /Widget >> >> >> /CM13 << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /Encoding << endstream 0 0 12.48 12.72 re /Type /Annot /Ff 8388608 /Rect [312.48 469.56 556.56 482.88] endobj 22 0 obj /MK << H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 f /P 137 0 R 8.6597 TL /CA (4) >> Delegation of Signature Authority /StructParent 709 /MK << >> /N 538 0 R >> 174 0 obj >> /NumberofPages 1 >> endobj /ZaDb 554 0 R 189 0 obj /Resources << BT /Type /Annot /BBox [0.0 0.0 12.48 12.72] 1.0 4.21616 370.08] Delegation 32 0 obj endobj /Length 36 /DA (/Helv 10 Tf 0 g) << q /ProcSet [/PDF /Text] endobj /Ff 29360128 endobj endobj /TU (Signed and sworn to \(or affirmed\) before me this: \(Enter Month\)) >> /S /JavaScript /ZaDb 558 0 R /Rect [54.0 128.76 63.36 138.24] >> << /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /FT /Tx /Resources << /T ( day of_5) /N << /Ff 8388608 n /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Parent 71 0 R 95 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R 102 0 R 103 0 R 104 0 R /ProcSet [/PDF] /Helv 157 0 R endstream 188 0 obj /ZaDb 13 0 R /Matrix [1 0 0 1 0 0] /StructParent 579 /ZaDb 553 0 R /AP << stream Ability to lead by example and inspire confidence. >> >> /FT /Tx /MK << /Subtype /Widget Any appointment of a new trustee hereof shall as soon as practicable thereafter be notified by the Trustee to the Principal Paying Agent and the other Agents and to the Noteholders. /Subtype /Form /T1_1 383 0 R /BBox [0.0 0.0 12.48 12.72] >> /S /JavaScript endobj WebThe trustees agree that Merrill Lynch may rely upon this Trustee Certifcation Form (and any copies thereof) until Merrill Lynch and any investment advisors or other agents /ProcSet [/PDF /Text] /NumberofPages 1 131 0 obj /Subtype /Widget /ZaDb 5.6414 Tf /T1_0 382 0 R >> /MaxLen 2 /Resources << /Subtype /Widget /FormType 1 /StructParents 669 11 0 obj /Font << /Parent 73 0 R >> >> /F 4 >> /S /JavaScript /D << /AP << /Parent 50 0 R /Ff 8388608 endobj ET endobj << /T ( My commission expires_1) /TU (this: \(Enter Month\)) >> /MaxLen 2 /FormType 1 /T (Signature of Notary Public_6) 210 0 obj /ExtGState << /FT /Sig This power also extends to personal representatives. 95 0 obj /N << /Filter /FlateDecode /Ff 8388608 >> /T ( year of_4) endstream /Ff 8388608 736.0802(5)(e)(2), authorizes any Corporate Trustee to invest in any investment instrument owned or controlled by such Corporate Trustee or its affiliate and to engage any affiliate to render services to such trust, provided such Corporate Trustee, subject to the other provisions of this trust instrument (including Section 15.9 of Article XV hereof relating to waiver of the prudent investor rule), otherwise complies with the provisions of F.S. >> /GS3 381 0 R /DA (/Helv 10 Tf 0 g) endobj Q This includes: following any specific requirements in the governing /T ( Agreed and Certified to this_4) /MK << /JS (SyncCheckboxes\(event.target\);) /ZaDb 556 0 R >> >> /ExtGState << /A 354 0 R 93 0 obj /Subtype /Widget /K 529 0 R /Subtype /Form /StructParent 683 /Ff 29360128 /Parent 70 0 R /Type /Annot /P 135 0 R >> Delegation of Authority Policy /Ff 29360128 >> /TU (Grantor Name 2: Date of Birth including 2-Digit Month/2-Digit Day/4-Digit Year) /Rect [112.56 71.88 203.88 87.24] /P 129 0 R 8 0 obj /P 131 0 R /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /Resources << /Type /Annot /ZaDb 553 0 R /Rect [54 267.96 182.04 281.28] Individual delegation happens when an individual trustee, who is unable to act for a period (perhaps because of absence abroad), delegates his powers and discretions to another. /DA (/Helv 10 Tf 0 g) /Resources << Language similar to the following could be considered to prohibit double fees: Compensation and Expenses. /N 165 0 R << /T ( the person whose name is subscribed to) /StructParent 452 77 0 obj >> /Rect [159.222 699.109 267.222 713.869] /Font << /Resources << /Subtype /Widget >> << endstream /FT /Tx /F 4 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (Signature of Notary Public) H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 /PageUIDList << /Type /Annot 1 0 obj /N 168 0 R >> /LastModified >> /N 149 0 R << /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Annots [32 0 R 33 0 R 34 0 R 35 0 R 36 0 R 37 0 R 38 0 R 171 0 R 40 0 R 41 0 R /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /Rect [328.92 591.48 556.92 604.8] /Rect [480.96 386.4 553.08 404.16] /N << << /Subtype /Widget /Encoding << >> /Rect [48.6 68.88 101.76 84.24] 736.04117 to the contrary, a Trustee who is authorized to make distributions to or for the benefit of a beneficiary, shall not exercise the power by appointing all or part of the principal of the trust subject to the power in favor of a Trustee of another trust for the benefit of one (1) or more of the beneficiaries under the same trust instrument or under a different trust instrument. /Type /Annot /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /Type /XObject /DA (/Helv 0 Tf 0 g ) The names of all current trustees are: \(If trustee is an entity, documentation indicating authorized individuals of entity, such as Corporate Resolution or Certificate of Incumbency, will be required\): Trustee Name 4) /MK << /Parent 70 0 R >> /T (A-1) 36 0 obj With respect to each trust created under this trust instrument, the Trustee may renounce any interest or expectancy of the trust in any one (1) or more business opportunities presented to the Trustee and the Trustee is not prohibited from participating in these business opportunities as a result of such renunciation. 4. /FT /Tx >> /CM31 << /O /Layout << /Type /Annot /Rect [292.44 379.44 420.48 392.76] 2.2937 2.8304 Td 129 0 obj /TU (day of: \(Enter 2-Digit Day\)) /Ff 8388608 << endobj /F 4 /F 4 >> >> /MaxLen 2 485 0 R 486 0 R 487 0 R 488 0 R 489 0 R 490 0 R 491 0 R 492 0 R 493 0 R 494 0 R >> /Bl 290 0 R /CM17 << >> /Off 331 0 R /FT /Btn /Subtype /Widget /Type /XObject /InDesign << /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) >> /Rect [341.4 515.64 557.4 530.28] /F 4 /CA (4) /MK << /JS (SyncCheckboxes\(event.target\);) >> /T1_4 400 0 R >> /JS (SyncCheckboxes\(event.target\);) endobj endobj stream /Type /XObject /AA << /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde >> /P 136 0 R /Subtype /Widget /P 134 0 R /PageItemUIDToLocationDataMap << /ArtBox [0.0 0.0 612.0 792.0] /Encoding 10 0 R >> endobj /PDFDocEncoding 151 0 R /Type /Annot /Kids [501 0 R 502 0 R 503 0 R 504 0 R 505 0 R 506 0 R 507 0 R 508 0 R 509 0 R 510 0 R << << /Font << /TextIndent -15.25 /TU (Print Name of Notary Public) endobj << /Rect [342.72 245.4 434.28 261.6] /T (MLPFS Account02_2) /Type /StructTreeRoot 275 0 obj /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /Rect [54.0 550.32 558.84 565.8] << 211 0 obj /FT /Tx /P 134 0 R /T ( Agreed and Certified to this) /Ff 8388608 /Subtype /Widget /MK << /Rect [229.92 71.88 283.08 87.24] /F 4 /Ff 29360128 /MK << /MK << /Ff 8388608 /AA << /EndIndent 48.875 /F 4 /Fm1 390 0 R 301 0 obj Q /FT /Tx endstream /0 [1.0 0.0 0.0 1.0 0.0 0.0] 2023 Informa USA, Inc., All rights reserved, RIA Roundup: Lazard Asset Management Acquires Truvvo Partners to Create $8B Family Office, Eight Must Reads for CRE Investors Today (March 3, 2023), Charitable Giving With Non-Charitable Trusts, Watercoolers Become RTO Measure as Remote-Work Debate Rages, Blackstone Defaults on 531 Million Nordic Property CMBS, The 12 Best Business Books of 2022 for Advisors, The Most-Revealing Onboarding Questions Advisors Ask, (B) a person who has attained thirty (30) years of age with respect to any Discretionary Trust of which said person is the beneficiary and each trust created therefrom; then. /DA (/Helv 10 Tf 0 g) /ZaDb 8.9925 Tf /Parent 70 0 R >> >> stream q /Tabs /S The of Trusts DELEGATION BY INDIVIDUAL TRUSTEES /DA (/Helv 10 Tf 0 g) << /Ff 8388608 /O /Layout /CM6 << << endobj /F 4 << /Type /Annot /TU (Print Name of Notary Public) /DR << << >> /AS /Off >> endstream /Resources << /P 137 0 R /Encoding << /DA (/Helv 10 Tf 0 g) >> /Rect [136.8 149.16 536.76 162.48] /Off 296 0 R /DocumentID endobj /InDesign << /Subtype /Widget endobj /Subtype /Form /NumberOfPageItemsInPage 2 /TU (Signature of Trustees requiring Notarization: \(All current trustees must sign. << >> 203 0 R 204 0 R 205 0 R 206 0 R 207 0 R 208 0 R 209 0 R 210 0 R 211 0 R 212 0 R /S /JavaScript /DA (/Helv 10 Tf 0 g) >> /MK << q Number 8860726. /MK << >> f CERTIFICATION OF TRUST << endobj /FormType 1 /Rect [155.64 504.6 168.12 517.32] << /F 4 Q /K 533 0 R 114 0 obj /P 137 0 R 327 0 obj The powers granted to the Designated Representative in this subsection are granted to the Designated Representative individually, not in a fiduciary capacity, and the Designated Representative shall not be liable to the beneficiary whose interests are represented, or to anyone claiming through that beneficiary, for any actions or omissions to act made in good faith. endstream >> /AS /Off /TU (6\) Trustee 4 initials: If applicable, all current trustees must initial in spaces provided) 10 0 obj BT /Type /Annot /FT /Tx /F 4 /P 129 0 R << /Font << /N 14 0 R /T ( day of_6) /Type /Annot endobj /Rect [54 174.24 306 187.56] 81 0 obj << << >> >> /Subtype /Form /F 4 195 0 obj /Encoding << /T (Signature of Trustee) If the Trustees elect to follow the course specified in clause (b), the Trustees, upon the written request of such applicants, accompanied by a tender of the material to be transmitted and of the reasonable expenses of transmittal, shall, with reasonable promptness, transmit such material to all Shareholders of record at their addresses as recorded on the books of the Trust (or at the telephone or facsimile number or e-mail or other electronic address most recently furnished to the Trust (or its agent) by the Shareholder), unless within five business days after such tender the Trustees shall transmit to such applicants and file with the Commission, together with a copy of the material proposed to be transmitted, a written statement signed by at least a majority of the Trustees to the effect that in their opinion either such material contains untrue statements of fact or omits to state facts necessary to make the statements contained therein not misleading, or would be in violation of applicable law, and specifying the basis of such opinion. /StructParent 601 /MK << /Parent 70 0 R Ideally, of course, such powers would be contained in the trust instrument. /StartIndent 13.5 /StructParent 583 /Resources << 251 0 obj >> 279 0 obj Such delegation of authority shall be documented in writing. >> >> /P 129 0 R /FT /Btn >> /Length 12 >> /Rect [474.96 601.774 495.0 616.534] >> >> >> /TextIndent -15.25 /Subtype /Widget /Parent 70 0 R endobj /Subtype /Widget /TU (Signature of Trustee #4) stream /Subtype /Form The main aim of these statutory powers to delegate is to strike a balance between administrative convenience and security for the trust property. Removal of Trustees No natural person shall serve as Trustee after the holders of record of not less than two-thirds of the outstanding Shares have declared that such Trustee be removed from that office either by declaration in writing filed with the Trust's custodian or by votes cast in person or by proxy at a meeting called for the purpose. /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Subtype /Widget /Subtype /Widget /O /Layout /D << /FormType 1 >> endobj endobj /ZaDb 13 0 R >> << /DR << /StructParent 517 /FT /Tx << The authorities and respo nsibilities listed In the event of the death, resignation, refusal, failure or inability of any person to act as Designated Representative of any trust, the successor Designated Representative shall be such one (1) or more persons or a Business Entity, or any combination thereof, designated by name or appointed in accordance with a plan of successor Designated Representatives established by the following persons, in the order named: provided, however, that any such designation or plan shall be effective only to supplement and not to contravene any previous designation or plan which has not been revoked or cancelled pursuant to the provisions of this subsection, or any subsequent plan established by a person in a prior position on the above list. /Length 116 /StructParent 587 Chair of the Board of Trustees. /Rect [145.68 303.96 345.6 318.6] /XObject << /MaxLen 3 /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity03) /Font << 0 0 12.48 12.72 re /FT /Tx /Subtype /Form >> /Length 112 /AA << 2.4362 3.3161 Td (ii) Provisions While No Designated Representative is Acting. /Subtype /Form /Subtype /Form /Parent 71 0 R endobj >> >> WebA thorough knowledge of the state's classification and compensation systems; a comprehensive understanding of human resources merit system principles; and an understanding of the concepts of classification, selection, assessment methods and compensation administration are required.

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