trustee delegation of authority form trustee delegation of authority form

/Length 83 /StartIndent 9.125 /P 135 0 R >> /Ff 8388608 /FormType 1 /MK << /Subtype /Widget /Rect [65.88 583.32 231.12 601.08] /Rect [292.44 386.4 420.48 401.04] /FormType 1 << /Helv 152 0 R /F 4 /Length 1125 9. /DR << /StructParent 711 /MaxLen 5 /Subtype /Widget /Names [(SyncCheckboxes) 368 0 R] /Resources << /LastModified /Count 4 endobj /P 135 0 R /FT /Tx /MK << Otherwise, trustees are obliged to take advice and then give instructions to a broker for each sale or purchase of an investment. Written notice must be given within seven days of delegation to each of the other trustees. 297 0 obj 361 0 obj Mandatory State Law Provisions. /PageTransformationMatrixList << /FT /Tx /Font << This delegation is /K 542 0 R >> >> WebThe trustee(s) has (have) the power to (state, synopsize, or describe relevant powers): (If the trustee(s) will be using a power of attorney, please attach a copy of the excerpts from the trust instrument that specifically allows the trustee(s) to assign or delegate the trustees discretionary powers to a third party.) /P 137 0 R EMC /PageTransformationMatrixList << /F 4 >> This trust instrument shall be construed in accordance with the laws of the State of Florida, as a sufficient nexus to the State of Florida within the meaning of Florida Statutes 736.0107(1) exists as of the date this trust is created. /T (For trusts with more than one trustee only03) The power to establish a plan of successor Designated Representatives includes the authority to designate another person or persons with the power to name successor Designated Representatives or to create additional plans of successor Designated Representatives, and is exercisable whether or not an actual vacancy in the position of Designated Representative exists at the time of the exercise. /T ( by_1) /AP << /Font << /StartIndent 237.125 >> /S /JavaScript A trust corporation may be appointed sole trustee hereof but subject thereto there shall be at least two trustees hereof one at least of which shall be a trust corporation. << /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> /MK << /DA (/Helv 10 Tf 0 g) /CropBox [0.0 0.0 612.0 792.0] /F 4 >> 2.9 Legal Action. /Ff 8388608 >> /AS /Off /MK << >> %PDF-1.7 Among other things, the President is responsible for: /N << endobj >> /PDFDocEncoding 156 0 R (B) Relinquishment of Powers. /Length 116 >> /F 521 0 R /Type /Annot /P 135 0 R /Rect [409.92 71.88 463.08 87.24] >> 3 0 obj /CS0 [/ICCBased 377 0 R] /T (Margin transactions including short sales04) endobj /ProcSet [/PDF /Text] endobj >> endobj >> /Type /Annot WebPart 2. /F 4 /Ff 8388608 /Ff 8388608 /P 131 0 R n << /Subtype /Widget >> >> >> /Ff 8388608 /Length 36 /Type /XObject /StructParents 502 /Type /Annot /Type /StructTreeRoot endobj (v) Method of Appointing Successor Designated Representatives. /TrimBox [0.0 0.0 612.0 792.0] endobj H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /O /Layout /LineHeight 15.5 /JS (SyncCheckboxes\(event.target\);) Margin transactions 4 including short sales, uncovered put/call options, spreads, straddles and combinations, whether index or equity: All current trustees must initial those that apply in spaces provided) << /FT /Tx /Resources << /DA (/Helv 10 Tf 0 g) 96 0 obj /T ( State of California County of) >> /FormType 1 /Parent 71 0 R /FT /Btn /Type /XObject /T (MLPFS Account03_5) /CM5 << /O /Layout Q /AA << /Rect [48.6 71.88 101.76 87.24] /Type /Annot /Matrix [1 0 0 1 0 0] /F 4 /0 612.0 /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /Length 36 /Length 12 /Type /Annot /MediaBox [0.0 0.0 612.0 792.0] /NumberofPages 1 << q /Rect [112.56 71.88 203.88 87.24] /Subtype /Widget /Resources << /StructParent 584 q /Rect [522.48 577.32 542.4 590.64] << << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << /Type /Annot >> /LineHeight 19 /TU (20: \(Enter the last 2-Digits of Year\)) /ProcSet [/PDF /Text] >> /StructParent 419 Notwithstanding the provisions of Florida Statutes 736.0108(4), with respect to each trust created under this trust instrument, the Trustee shall have no continuing duty to administer the trust at a place appropriate to its purposes and its administration. W >> endstream >> endobj /StructParent 505 >> /Type /Annot /P 137 0 R /Font << endstream /Font << /On 323 0 R /Rect [522.48 282.12 542.4 295.44] /StructParent 733 /T ( Signature of Notary Public) << /StructParents 669 << /F 4 endobj 362 0 obj /ArtBox [0.0 0.0 612.0 792.0] /DA (/Helv 10 Tf 0 g) /Encoding << << 259 0 obj endobj /ProcSet [/PDF /Text] /AP << /Rect [135.96 383.64 560.04 398.4] /F 4 endobj /T ( the person whose name is subscribed to) /TU (20: Enter the last 2-Digits of Year) /Ff 8388608 /GS0 378 0 R /F 4 /StructParent 639 /Rect [328.92 616.64 544.92 631.4] /AS /Off >> endobj The Trustee may provide the accountings and notices, if any, to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article, to the Designated Representative of the trust and the Designated Representative shall represent and bind the qualified beneficiaries of the trust. 1 1 10.48 10.72 re endobj /Rect [64.92 706.08 388.32 721.56] endstream >> /AS /Off /P 133 0 R >> /BBox [0.0 0.0 12.48 12.72] /Filter /FlateDecode /Font << /P 134 0 R /TU (Notary Jurat and Affidavit Form: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /Rect [135.96 360.48 560.04 373.8] /N 523 0 R /ProcSet [/PDF] /Ff 8388608 If required by applicable law, and subject to the provisions of Section 15.24 of this Article with respect to the appointment of representatives, the Trustee shall: (a) within sixty (60) days after acceptance of the trust, give notice to the qualified beneficiaries of the acceptance of the trust and the full name and address of the Trustee; (b) within sixty (60) days after the date the Trustee acquires knowledge of the creation of an irrevocable trust, or the date the Trustee acquires knowledge that a formerly revocable trust has become irrevocable, whether by death of the Settlor or otherwise, give notice to the qualified beneficiaries of the trusts existence, the identity of the Settlor, the right to request a copy of the trust instrument, and the right to accountings; (c) upon reasonable request, provide a qualified beneficiary with a complete copy of the trust instrument; (d) in the case of an irrevocable trust, provide a trust accounting, as set forth in F.S. << /Annots [22 0 R 23 0 R 24 0 R 25 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R 7. /T (MLPFS Account02_1) /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /ProcSet [/PDF] >> /Subtype /Widget /Length 112 Language similar to the following could be considered to prohibit double fees: Compensation and Expenses. EMC /Resources << /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Type /Encoding EMC 280 0 obj /Font << /Subtype /Form /CropBox [0.0 0.0 612.0 792.0] /JS (SyncCheckboxes\(event.target\);) /P 129 0 R /Font << /Parent 71 0 R W /CM33 << /FormType 1 /T ( by_1) WebNo individual Trustee is empowered to make decisions on behalf of the Trust outside of any specific authority set out in this scheme of delegation. /MK << 0 0 9.36 9.48 re endstream /Rect [298.32 106.92 400.32 123.6] /F 4 /CA (4) /AP << Pyg*eB5![Zh#' NDb0y9LaLSKaeS /Resources << /Length 83 /Resources << Q endobj >> /F 4 /FT /Tx >> >> /StructParent 537 >> /PageItemUIDToLocationDataMap << /Subtype /Form endstream >> >> /Subtype /Widget /TU (20: \(Enter the last 2-Digits of Year\)) /Parent 71 0 R stream /StructParent 690 endobj /AP << >> /DA (/Helv 10 Tf 0 g) /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /InDesign << /FT /Tx /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Subtype /Form 194 0 obj /BaseFont /Helvetica /DA (/Helv 10 Tf 0 g) /Rect [145.68 605.28 345.6 619.92] /StructParent 630 160 0 obj /F 4 Delegation of Authority >> /TU (Country of residency for Trustee Name 2) /Subtype /Form The form of the power must be as set out in s25 (6) TA 1925 and must be expressed to be made under s25 (5) TA 1925. 136 0 obj /FT /Tx /Encoding << 176 0 obj /Type /Annot /Font << /Rect [63.6145 586.56 203.535 601.32] /Helv 146 0 R /Subtype /Widget WebDelegation by Trustee. /Rect [68.76 574.2 144.72 588.84] /DA (/Helv 10 Tf 0 g) >> endobj /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) >> /Resources << << /Type /Annot endobj /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) >> >> >> /Rect [145.68 303.96 345.6 318.6] >> /FT /Tx >> BT /Type /Annot /F 4 /MK << /OriginalDocumentID /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /FT /Sig /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) /Type /Annot /Font << >> /StructParent 423 /Resources << endobj /BBox [0.0 0.0 12.48 12.72] (4) Tj /Encoding << /Rect [229.92 71.88 283.08 87.24] endobj << /SpaceAfter 22.875 /Type /Annot /P 134 0 R /T ( Signed and sworn to or affirmed before me this) stream /P 134 0 R 0.749023 g /DA (/Helv 10 Tf 0 g) >> >> 147 0 obj /Font << /A 324 0 R << >> >> 269 0 obj << /JS (SyncCheckboxes\(event.target\);) /DA (/Helv 10 Tf 0 g) /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 >> /PDFDocEncoding 151 0 R /MK << /Ff 8388608 /0 612.0 >> /P 131 0 R >> /F 4 /DA (/Helv 10 Tf 0 g) Delegation of Power (a) Any Administrative Trustee may, by power of attorney consistent with applicable law, delegate to any other natural person over the age of 21 his or her power for the purpose of executing any documents contemplated in Section 2.7(a), including any registration statement or amendment thereto filed with the Commission, or making any other governmental filing; and. 352 0 obj /F 4 endobj /StructParent 561 << JUS 8804, Trust Account Users Delegation - Attorney General >> If the Commission shall enter an order refusing to sustain any of the objections specified in the written statement so filed, or if, after the entry of an order sustaining one or more of such objections, the Commission shall find, after notice and opportunity for hearing, that all objections so sustained have been met, and shall enter an order so declaring, the Trustees shall transmit copies of such material to all Shareholders with reasonable promptness after the entry of such order and the renewal of such tender. endobj /DR << >> /StructParent 672 Broadly, these restrictions prevent trustees from handing over to agents decisions that affect the entitlement of beneficiaries to the trust fund and from delegating their own powers of delegation. /Rect [398.28 706.08 560.4 721.56] >> endstream /StructParents 678 /MK << /Subtype /Widget /CM38 << CERTIFICATION OFJOHN DOE DELTA TRUST U/A/D 7/1/07. /Type /Annot /Parent 71 0 R /FT /Tx /TU (Notary Page for California Acknowledgement: A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document: State of California, County of \(Enter County\)) Pursuant to the provisions of a certain Trust Agreement dated July 1, 2007 (the Trust Agreement), by and between John Doe, as Settlor, and Jane Doe and James Smith, as Co-Trustees, the John Doe Delta Trust (the Delta Trust) was created. /F 4 223 0 obj /O /Layout /ColorSpace << /Rect [387.96 587.28 400.44 600.0] 314 0 obj >> /DA (/Helv 10 Tf 0 g) /PDFDocEncoding 145 0 R /Font << /Type /Page /DR << The Delta Trust has not been revoked, modified or amended in any manner that would cause the representations contained in this certification of trust to be incorrect. endobj endobj << /Filter /FlateDecode << 249 0 obj /DA (/Helv 10 Tf 0 g) /F 4 /Ff 8388608 << /Ff 8388608 /Ff 8388608 /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) endobj /F 4 /FormType 1 /MK << endobj /CM2 << /T (Signature of Trustee_4) /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde There are two quite distinct forms of delegation by trustees: collective delegation and individual delegation. /F 4 /F 4 /F 4 /PDFDocEncoding 151 0 R n >> >> n 257 0 obj /Encoding 10 0 R 94 0 obj /Type /Page >> /MaxLen 3 >> /EndIndent 20.75 /DA (/Helv 10 Tf 0 g) /FT /Tx /DA (/Helv 10 Tf 0 g) /F 4 to this delegation to the Board of Trustees or its Executive Committee on or before the next regularly scheduled meeting. /Ff 29360128 /Rect [54 474.96 306 489.6] /MK << 2.4362 3.3161 Td endobj endobj /Font << /ProcSet [/PDF /Text] /TU (3. /BBox [0 0 424.08 18.12] /Type /Annot Q >> /PageWidthList << q /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Off 311 0 R /P 137 0 R /ZaDb 8.9925 Tf 28 0 obj /Subtype /Form << << >> 67 0 obj >> /XObject << /Type /Annot /TU (Please print the address, incling city, state and 5-digit zip code of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) /S /JavaScript 304 0 obj <>stream /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity01) /Subtype /Widget 0.749023 g /Type /Annot /K [415 0 R 416 0 R 417 0 R 418 0 R 419 0 R 420 0 R 421 0 R 422 0 R 423 0 R 424 0 R /Type /Annot /P 137 0 R /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] >> /Ff 8388608 /DA (/Helv 0 Tf 0 g) /T (D) /P 135 0 R /Parent 71 0 R /Type /Annot /Subtype /Widget /T (Signature of Notary Public_5) /PDFDocEncoding 151 0 R >> /F 4 >> endobj /P 133 0 R << /FT /Tx /Type /Annot /StructParent 726 >> 295 0 obj /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis >> >> H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /S /JavaScript 131 0 obj >> << /Rect [480.96 687.12 553.08 704.88] stream (i) Initial Applicable Law. /Ff 8388608 /TrimBox [0.0 0.0 612.0 792.0] /PageUIDList << /Type /Annot /P 129 0 R /P 136 0 R >> /ZaDb 554 0 R >> 191 0 obj /S /JavaScript /SpaceAfter 19.125 >> endobj q /Rect [398.28 652.8 560.4 666.84] /T (MLPFS Account_2_4) /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior << >> >> /DA (/Helv 10 Tf 0 g) >> /FT /Tx /Type /Annot /Length 83 , with such compensation approved by the Funds Board of Trustees Edgar Database, EX-99. Delegation of Power to Other Trustees Subject to the provisions of the 1940 Act, any Trustee may, by power of attorney, delegate his power for a period not exceeding six (6) months at any one time to any other Trustee or Trustees; provided that in no case shall less than two (2) Trustees personally exercise the powers granted to the Trustees under the Declaration except as herein otherwise expressly provided. /Matrix [1 0 0 1 0 0] /T (MLPFS Account_1) stream /F 4 >> << Margin transactions 4 including short sales: All current trustees must initial those that apply in spaces provided:) /Rect [155.687 241.771 168.167 254.491] /Parent 50 0 R /AA << /Rect [54.24 504.6 66.72 517.32] If there are more than one current beneficiary, distributions may be made to all or any one or more of them in such equal or unequal proportions and amounts as the Trustee, its discretion may determine, including distributing all or nothing to any one or more of the beneficiaries, and there shall be no adjustment among the beneficiaries by reason of any distribution. /S /JavaScript >> >> /Rect [155.64 504.6 168.12 517.32] /Ff 8388608 /CA (4) /T ( day of_7) /TextIndent -15.25 WebA delegation agreement is a written document that outlines the responsibilities and rights of both parties involved in the contract. /T ( 20) >> >> The President of the University, in consultation with the Chair, shall act for the Board of Trustees regarding all legal action necessary or appropriate to protect the interests of the University. /FT /Tx /StructParent 612 /Ff 29360128 stream /StructParent 448 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 3) /T ( year of_3) /Parent 7 0 R /Parent 71 0 R endstream /T ( personally appeared) /Bl 315 0 R /FT /Tx W /Resources << (iii) Designation of Initial Designated Representative. << /Subtype /Widget /D << /T ( year of_2) /Subtype /Form Q /StructParent 418 >> /StructParent 519 146 0 obj endobj /MK <<