>> endobj /Tabs /S endobj >> Delegation of Authority Form | Practical Law - Westlaw /StructParent 666 Signature date and notary date must be the same: State of \(Enter State\)) 94 0 obj Q /Length 12 /Rect [135.96 681.72 560.04 696.48] /Matrix [1 0 0 1 0 0] EMC 125 0 obj 178 0 obj endobj /T ( day of_4) 58 0 obj >> >> >> /P 134 0 R /ColorSpace << /StructParent 521 >> << /ZaDb 557 0 R 3 0 obj >> /Ff 29360128 << /Rotate 0 /Type /Annot 6. /CM3 << endobj /Helv 152 0 R >> >> /StructParents 682 /InDesign << /NumberOfPageItemsInPage 2 /F 4 2.4362 3.3161 Td /FormType 1 /Rect [474.0 68.88 565.2 84.24] /Rect [159.12 621.64 267.12 634.96] /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) >> /Length 12 /ZaDb 556 0 R q (4) Tj << endobj /MK << 20 0 obj /Subtype /Widget /Type /Annot >> >> >> /N << /T ( day of_4) Barriers to effective delegation 2) Describe the principles of delegation 3) Prevent reverse delegation Delegation The sharing of authority, responsibility and accountability between two or more people. /Ff 29360128 /DA (/Helv 10 Tf 0 g) /Helv 163 0 R /FormType 1 /FT /Btn /MediaBox [0.0 0.0 612.0 792.0] << /StructParent 449 The trust is governed by the law of: \(Enter US State/Commonwealth or other jurisdiction\)) /FT /Tx /LastModified /ArtBox [0.0 0.0 612.0 792.0] /LineHeight 9.625 /Ff 8388608 /CropBox [0.0 0.0 612.0 792.0] << /Ff 29360128 /DR << << /On 307 0 R /Rect [229.92 71.88 283.08 87.24] /Resources << 48 0 obj /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /D << /Subtype /Widget Q /P 134 0 R /Rect [450.84 381.72 558.84 399.96] }7YNn9Mf|YST?TJW|nn nHbYw4Wf~6klgryV?yFG..{gbJi}[U&w|q1_?O;]\O:CPXY_&A|\M# upJ}bm2A`U:h. /D << /ArtBox [0.0 0.0 612.0 792.0] /Rect [111.6 598.32 202.8 613.68] /StructParent 689 279 0 obj 1 0 obj /AS /Off W /Type /Annot /Font << /BBox [0 0 424.08 18.12] >> /Type /Annot >> >> /Ff 8388608 << /P 129 0 R /Length 83 /Resources << /O /Layout endobj /Subtype /Widget endstream /Ff 29360128 >> /Rect [295.44 687.12 453.12 704.88] /FormType 1 >> /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /T ( day of_2) >> /DR << Ideally, of course, such powers would be contained in the trust instrument. /Matrix [1 0 0 1 0 0] /FT /Tx BT /F 4 << >> /Type /XObject 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. >> /Encoding << /Matrix [1 0 0 1 0 0] /ExtGState << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /Type /Annot /AP << endstream /Subtype /Form /F 4 >> endobj endstream /Resources << /Font << 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. 50 0 obj << 218 0 obj >> /D << /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Type /XObject /Rect [272.211 282.6 556.99 300.36] /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /S /JavaScript endobj /FormType 1 >> 2.9 Legal Action. /Ff 8388608 >> /Subtype /Widget /Resources << /DA (/Helv 10 Tf 0 g) /TU (C\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) Margin transactions 2 including short sales: All current trustees must initial those that apply in spaces provided:) /F 4 << /Parent 71 0 R endobj /MK << /FT /Btn /StructParent 614 stream >> /BBox [0.0 0.0 12.48 12.72] << >> 137 0 obj /BBox [0.0 0.0 12.48 12.72] Delegation >> >> >> >> /Ff 29360128 /Type /Annot /ProcSet [/PDF /Text] /Rect [295.44 386.4 453.12 404.16] /Matrix [1 0 0 1 0 0] 2.4363 3.3161 Td >> >> /0 612.0 322 0 obj /T (MLPFS Account02_3) /F 4 /FormType 1 /Ff 8388608 Without notice to the qualified beneficiaries, . Decisions endobj /Encoding << 317 0 obj endobj /DA (/Helv 10 Tf 0 g) >> /P 129 0 R /Type /XObject /Contents 393 0 R /F 4 /P 134 0 R /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) stream This acknowledgement may not be used by California Notaries. 278 0 obj /Subtype /Form (a) A trustee may delegate investment and management functions that a prudent trustee of comparable skills could properly delegate under the circumstances. >> /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron >> endstream /A 324 0 R endobj /K 542 0 R 245 0 obj >> >> /Parent 71 0 R it needs to decide which other matters it will make decisions about and which it can and will delegate. /Type /Annot Accordingly, with respect to each trust created under this trust instrument, the Trustee may disregard the interests of the remaindermen in making discretionary distributions to a current beneficiary. With respect to each trust created under this trust instrument, the Trustee may make loans to, receive loans from, sell, purchase or exchange any portion of the trust estate with (a) any one (1) or more persons who may be related to the Trustee, (b) an officer, director, employee, agent or attorney of the Trustee, and/or (c) a corporation, partnership, limited liability company or other business entity in which the Trustee has a financial interest. 3, Trust Opportunities. 69 0 obj /Ff 8388608 q /JS (AFSpecial_Format\(2\);) endobj /StructParent 668 /Type /XObject Its the Trustees Burden: Can It Be Delegated? - Lexology endobj /Subtype /Widget >> /Ff 8388608 << 27 0 obj << << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Rect [417.84 106.92 519.84 123.6] /TU (MLPF&S Account #2: \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) endobj The jurisdiction whose law governs the administration of any trust may be the same as the situs of such trust. /Length 12 q /Subtype /Widget /Type /Encoding /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) endobj /Resources << /F 4 >> >> endobj /FT /Tx /N << 274 0 obj /XObject << >> endobj >> /Subtype /Form endobj >> /OriginalDocumentID >> /DA (/Helv 10 Tf 0 g) /CropBox [0.0 0.0 612.0 792.0] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /StartIndent 334 /Subtype /Widget /F 530 0 R /O /Layout << /Resources << /Type /Annot /P 133 0 R /StructParent 444 /Subtype /Widget 327 0 obj /DA (/Helv 10 Tf 0 g) /MK << /S /JavaScript /Length 92 /Encoding << << /P 131 0 R (4) Tj /Helv 157 0 R f /StructParent 613 /TextIndent -13.5 endobj /FT /Tx >> /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde << endobj >> /S /JavaScript >> /AP << >> /T (MLPFS Account_3_5) /MK << /Parent 71 0 R 264 0 obj /P 137 0 R /Encoding << Delegation of Authority >> >> >> /FT /Tx Q /StructParent 447 >> << /Subtype /Widget /F 4 /DA (/Helv 10 Tf 0 g) /Subtype /Widget << /P 136 0 R /MK << /FT /Tx /T (A-2) >> >> >> 121 0 obj >> >> 8.6597 TL The trustee remains liable for the acts and defaults of the donee as if they were the acts or defaults of the donor. q >> CERTIFICATION OFJOHN DOE DELTA TRUST U/A/D 7/1/07. /DA (/Helv 10 Tf 0 g) /F 4 /Font << 16 0 obj /Rect [123.48 254.4 557.4 272.16] /FormType 1 Any one (1) Trustee may sign checks, agreements or other documents on behalf of the trust and such signature shall bind the trust in the same manner as though the check, agreement or other document had been signed by all then acting Trustees, and no person dealing with the signing Trustee is obligated to inquire as to the acquiescence of the other Trustees to an action by the signing Trustee.. << /Font << /TrimBox [0.0 0.0 612.0 792.0] 25 0 R 26 0 R 27 0 R 28 0 R 29 0 R 30 0 R 31 0 R 32 0 R 33 0 R 34 0 R /FormType 1 Margin transactions 1 including short sales: All current trustees must initial those that apply in spaces provided:) /CA (4) The trustee shall exercise reasonable care, skill, and caution in: endobj /Type /Annot JUS 8804, Trust Account Users Delegation - Attorney General /Resources << W /Ff 8388608 The of Trusts DELEGATION BY INDIVIDUAL TRUSTEES << 224 0 obj endobj /TU (2B - If the trust was created by a trust agreement: 2\) The name\(s\) of the grantor\(s\) of the trust is/are: Grantor Name 1) >> q /Rect [405.84 282.12 509.76 295.44] /Parent 71 0 R /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /EndIndent 20.75 /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /Font << 240 0 obj /P 137 0 R Periodically reviewing the agent's actions in order to monitor the agent's performance and compliance with the terms of the delegation. /Type /Annot endobj /Encoding << /MaxLen 2 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> f << /Rect [341.4 214.44 557.4 229.08] /MaxLen 5 /Subtype /Widget /Ff 8388608 EMC /Off 321 0 R /DA (/Helv 0 Tf 0 g) /Rect [54.0 550.32 558.84 565.8] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /BBox [0.0 0.0 12.48 12.72] >> /ZaDb 13 0 R /AA << 226 0 obj >> >> << /N 165 0 R /JS (SyncCheckboxes\(event.target\);) /T ( Agreed and Certified to this_3) 251 0 obj 8. /StructParent 710 >> /AP << << /FormType 1 >> /StructParent 601 >> /Encoding << >> endobj /PDFDocEncoding 162 0 R /T ( 20_1) /N 170 0 R /BBox [0.0 0.0 12.48 12.72] >> /DA (/Helv 10 Tf 0 g) /Rect [68.76 574.2 144.72 588.84] /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /Length 36 /AP << /StructParent 677 /F 4 /PageTransformationMatrixList << /F 4 endobj /AS /Off /MaxLen 2 /Font << /MaxLen 5 /FT /Btn /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /Font << endobj /Rect [292.44 386.4 420.48 401.04] << /Type /Annot 125 0 R 126 0 R 127 0 R] << >> /DA (/Helv 10 Tf 0 g) /Pages 7 0 R /FormType 1 << /TrimBox [0.0 0.0 612.0 792.0] stream 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 /Length 36 ET /T ( My commission expires_1) /P 134 0 R >> 255 0 obj /MK << /MK << /Ff 8388608 H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w 114 0 obj /Rect [328.92 296.16 556.92 309.48] >> /Rect [292.662 699.109 420.702 713.869] /MaxLen 5 /Type /XObject /FT /Tx 0 0 12.48 12.72 re >> /PageTransformationMatrixList << /BBox [0.0 0.0 12.48 12.72] /Subtype /Form /T1_3 396 0 R << 1.0 4.21616 370.08] /Subtype /Widget endobj 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. /StructParent 450 /PageTransformationMatrixList << << 151 0 obj /TU (Signature of Trustee) /Ff 29360128 /T (G-2) >> 345 0 obj /T ( 20_1) /N 525 0 R /Ff 8388608 >> /CA (4) /FT /Tx It will also mention where further details of the delegations are found. 0 0 12.48 12.72 re endstream /Type /XObject /FT /Tx 91 0 R 124 0 R 212 0 R 213 0 R 269 0 R 247 0 R 276 0 R 249 0 R 125 0 R 250 0 R /Rect [474.0 71.88 565.2 87.24] /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft endstream /S /JavaScript /InDesign << /P 131 0 R /On 180 0 R 176 0 obj /P 131 0 R /T (B-1) EMC /Subtype /Form >> /MaxLen 3 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. /T (E-2) /LineHeight 12 >> << /MaxLen 2 >> /Subtype /Form H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 Trustee Certifcation Form - Merrill << 5 0 obj 244 0 obj /T (H-1) /NumberofPages 1 >> /Subtype /Widget >> /T ( day of) /A 344 0 R /StructParent 694 /Rect [450.6 687.6 558.6 702.24] /P 135 0 R There are two quite distinct forms of delegation by trustees: collective delegation and individual delegation. As used in this subsection, the term affiliate shall have the meaning ascribed to such term in F.S. 288 0 obj /TU (2B - If the trust was created by a trust agreement: 2\) The name\(s\) of the grantor\(s\) of the trust is/are: Grantor Name 2) /TU (Signature of Notary Public) 284 0 obj 30 0 obj /A 319 0 R << << /0 [5001.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /FormType 1 >> >> Delegation of Authority /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 >> Delegation of Authority >> WebUnless otherwise noted, delegation of authority may be given to subordinates (within the guidelines attached as Exhibit B) by the delegating employee whether they have received their authority by virtue of this policy or by a properly approved Delegation of /Type /XObject /StructParent 587 >> << >> /TextAlign /Center /P 137 0 R stream >> >> 198 0 R 194 0 R 193 0 R 238 0 R 236 0 R 237 0 R 74 0 R 75 0 R 76 0 R 77 0 R /StructParent 459 >> >> /MediaBox [0.0 0.0 612.0 792.0] /ProcSet [/PDF /Text] >> >> /Font << /Bl 330 0 R /S /JavaScript /T1_1 384 0 R /Length 12 /LineHeight 15.5 /P 137 0 R /StructParent 688 /PageTransformationMatrixList << /DSz 14 0 R >> /P 137 0 R /CA (4) >> /T ( year of) /Rect [65.88 282.6 231.12 300.36] >> /F 4 /DA (/Helv 10 Tf 0 g) >> /Font << /Subtype /Form stream endobj endobj Web1.4 General statutory authority to delegate was first given to trustees by the Trustee Act 1925. The rules were amended in 1971, following recommendations by the Law /Subtype /Widget endobj /F 4 >> >> /OriginalDocumentID /ProcSet [/PDF] /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /F 4 >> /MK << 251 0 R 277 0 R 252 0 R 253 0 R 92 0 R 93 0 R 254 0 R 255 0 R] << /MK << /Subtype /Widget /FT /Tx /Type /Annot /BBox [0.0 0.0 9.36 9.48] /Length 112 /MaxLen 5 /StructParent 609 /FT /Tx /ArtBox [0.0 0.0 612.0 792.0] /MK << >> /Type /Annot /LastModified /MK << /StartIndent 86.625 >> /Subtype /Widget endstream /Rect [54.24 504.6 66.72 517.32] /Rect [341.4 515.64 557.4 530.28] /BBox [0 0 252 14.64] 344 0 obj 200 0 obj /PDFDocEncoding 151 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj Sub-delegations are not effective until a copy of the sub-delegation has been provided to the Office of General Counsel. EMC /TU (6\) Trustee 3 initials: If applicable, all current trustees must initial in spaces provided) 252 0 obj /Font << /First 130 0 R endobj >> >> >> >> /ZaDb 5.6414 Tf 28 0 obj /F 4 endobj /AS /Off /P 131 0 R /DA (/Helv 10 Tf 0 g) /P 134 0 R endobj /TU (Signature of Trustee #2) /Cour 11 0 R >> /FormType 1 /N 523 0 R /LastModified /Contents 401 0 R /P 133 0 R /Subtype /Widget 213 0 obj >> /TU (Notary Acknowledgement: County of \(Enter County\)) >> endobj /Rect [409.92 68.88 463.08 84.24] endobj /Resources << /F 4 /Ff 8388608 q << >> /LineHeight 15.5 84 0 obj /FT /Tx >> /StyleSpan /Span EMC /S /JavaScript endobj (4) Tj /ZaDb 13 0 R /StructParent 684 204 0 obj >> (4) Tj /Parent 71 0 R /S /JavaScript /Parent 7 0 R /LastModified (D:20211212090914-05'00') >> >> /Type /XObject 86 0 obj /FT /Tx /FT /Tx /AP << endstream /Ff 29360128 105 0 R 106 0 R 107 0 R 108 0 R 109 0 R 110 0 R 111 0 R 112 0 R 113 0 R 114 0 R Decision making, risk and control /MaxLen 2 >> /0 203 endobj >> /Count 4 /F 4 /EndIndent 48.875 /Parent 70 0 R A sample form for a company's authorized signatories to use when adding, changing, or revoking a delegation of authority under a signature authorization and delegation of authority policy. /TextIndent -9.12498 /Type /Annot /Matrix [1 0 0 1 0 0] /Subtype /Widget /FormType 1 /TU (personally appeared \(Insert name of Trustee\)) endobj 236 0 obj /EndIndent 309.875 /Subtype /Widget W /Type /XObject /ProcSet [/PDF /Text] (4) Tj /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> /Type /Annot /P 135 0 R endobj /FormType 1 Trust Account Users Delegation /Subtype /Widget /DA (/Helv 10 Tf 0 g) /AP << << /DisplayDocTitle true 235 0 obj >> 353 0 obj Delegation of Authority /Font << >> /T ( day of_6) n >> endstream /Type /XObject /Ff 8388608 ET << Q >> 263 0 obj B. /FT /Sig /Ff 8388608 /Matrix [1 0 0 1 0 0] EMC /Rect [54.0 209.28 331.32 225.48] /Parent 7 0 R EMC /Ff 8388608 /LastModified /Type /XObject >> /PageWidthList << /Type /Annot /T1_2 399 0 R /F 4 /Subtype /Type1 stream /Subtype /Widget /D << << Who /FT /Tx /O /Layout /LastModified (D:20211209094527-05'00') /T (Signature of Trustee_7) /Ff 8388608 >> /0 [1.0 0.0 0.0 1.0 0.0 0.0] >> /P 131 0 R /InDesign << /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 >> /TU (Signature of Trustee #3) /P 135 0 R 325 0 obj >> << << endobj /P 137 0 R /T (G-1) >> endobj /T ( personally appeared) /Fm1 390 0 R 54 0 obj /Subtype /Type1 /FT /Tx >> q /Tx BMC /Type /XObject stream /MK << /A 294 0 R /Length 88 1 1 10.48 10.72 re stream /DR << /0 9725 76 0 obj /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in California \(Please note that all fields must be completed by the Notary Public or the document will be returned\): A\) Agreed and Certified to this: Enter Month) endobj >> /Rect [54 173.76 306 188.4] W /SpaceAfter 12.25 >> 10 0 obj >> W /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /Rect [59.28 387.36 161.28 404.04] /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /P 131 0 R /Font << >> /TU (9A. /DocumentID /DR << /Parent 50 0 R /DocumentID /T ( Print Name of Notary Public) /DA (/Helv 10 Tf 0 g) >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Ff 29360128 /S /JavaScript /Parent 7 0 R << /Resources << /Type /Annot endstream /Resources << >> /Rect [220.92 601.774 297.0 616.534] /TU (this: \(Enter Month\)) f /AP << stream endobj /MK << /Type /Annot /P 135 0 R /MaxLen 5 /FT /Btn /GS1 379 0 R /Parent 71 0 R /AP << /FT /Sig /Length 36 /MK << /Subtype /Widget f >> << /ColorSpace << /Subtype /Form /AS /Off /TU (this: \(Enter Month\)) 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 62 0 R 63 0 R 64 0 R 65 0 R 66 0 R /FT /Tx /TextIndent -15.25 >> /Type /Annot /Type /Annot /DR << /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute endobj stream >> >> endobj /Subtype /Widget >> /MK << /PageUIDList << endobj 149 0 obj /MaxLen 3 /Type /Annot /ProcSet [/PDF /Text] 201 0 obj /Subtype /Widget /Parent 7 0 R endobj /LineHeight 15.5 >> /StructParent 724 /ZaDb 520 0 R 246 0 R 247 0 R 248 0 R 249 0 R 250 0 R 251 0 R 252 0 R 253 0 R 254 0 R 255 0 R /Type /Annot /Subtype /Widget /FT /Tx /AP << >> /XObject << /Filter /FlateDecode endobj /Subtype /Widget /Font << /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /Subtype /Widget /Type /XObject /Parent 70 0 R WebSection 1 of the Trustee Delegation Act 1999 permits a co-owner with a legal and beneficial interest in the land to delegate their functions as trustee of the land under an ordinary power of attorney or a lasting power of attorney. /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /T (MLPFS Account02) /FormType 1 /Type /Annot /Ff 29360128 Delegation H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 /Subtype /Widget >> endobj /F 4 /T (B) << The Delta Trust is in existence as of the date of this certification. /On 179 0 R /0 [1.0 0.0 0.0 1.0 0.0 0.0] /StructParent 525 endobj /T ( year of) /Subtype /Form /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) Q endobj /TU (MLPF&S Account #3: \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /TU (Signature of Notary Public) /AP << /Rect [298.32 148.68 400.32 165.36] /Rect [450.702 699.109 558.702 713.869] >> endobj /On 186 0 R /Subtype /Widget /MaxLen 5 (4) Tj /Subtype /Widget endobj endstream /DA (/Helv 10 Tf 0 g) /Rect [64.0072 288.571 203.927 303.331] endobj >> /Type /Annot /Resources << /F 4 >> /DR << BT 315 0 obj /Ff 8388608 /T ( year of_4) 111 0 obj 736.0103(2) and the term investment instrument shall have the meaning ascribed such term in FS 660.25. 6. /Helv 152 0 R /DA (/Helv 10 Tf 0 g) >> /Off 336 0 R /Subtype /Widget 324 0 obj /MaxLen 4 /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash >> (vi) Release of Powers to Appoint Successor Designated Representatives. 209 0 obj >> H, << /TU (Grantor Name 2: Date of Birth including 2-Digit Month/2-Digit Day/4-Digit Year) /FT /Tx /AA << >> /Length 83 /Type /Page Discretionary Termination by Trustee. endstream /Ff 8388608 /Subtype /Form /Subtype /Widget /BBox [0.0 0.0 12.48 12.72] /PDFDocEncoding 145 0 R The /MK << >> >> /FT /Tx << << >> stream /DA (/Helv 10 Tf 0 g) /P 129 0 R /MK << /ProcSet [/PDF] >> 8.6597 TL /Type /Annot /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis >> 4 0 obj endobj q << /Rect [229.92 68.88 283.08 84.24] 347 0 obj >> endobj endstream WebTrustee: A person or institution holding and administering property in trust. /P 137 0 R /OriginalDocumentID /Rect [112.56 68.88 203.88 84.24] endobj /JS (SyncCheckboxes\(event.target\);) /T ( 20_2) /F 4 /Subtype /Widget /F 4 /Helv 157 0 R /StructParent 721 << Delegation of Authority - Board of Trustees << /Resources << /Subtype /Widget /Rect [135.96 362.64 560.04 380.88] /Type /Annot /ProcSet [/PDF /Text] /Length 12 /P 131 0 R >> /O /Layout /SpaceAfter 16 endobj /F 4 275 0 obj >> /Subtype /Widget /CS0 [/ICCBased 377 0 R] /MK << /F 4 8.6597 TL The functions can only be delegated for a /CS0 [/ICCBased 377 0 R] /F 4 Q endstream 222 0 obj to this delegation to the Board of Trustees or its Executive Committee on or before the next regularly scheduled meeting. /TU (D\) Agreed and Certified to this: Enter Month) /ZaDb 555 0 R /Rect [155.687 241.771 168.167 254.491] /PieceInfo << >> /Ff 8388608 << /StructParent 538 /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /GS2 379 0 R /FT /Tx /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) >> >> << /T (F-2) /Rect [159.12 687.12 270.12 704.88] /F 4 << /Resources << /FormType 1 /FT /Tx /Parent 73 0 R /StructParent 603 /Rect [159.065 399.025 267.065 413.785] /Subtype /Form >> /FormType 1 /CM30 << /PageWidthList << 207 0 obj /DA (/Helv 10 Tf 0 g) >> Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and 3. endobj /MaxLen 2 /BBox [0.0 0.0 12.48 12.72] /T (Signature of Notary Public_3) /Rect [64.92 626.16 388.32 641.64] /Type /Annot >> /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity03) << endstream 1.0 4.21616 370.08] /Rect [135.96 383.64 560.04 398.4] /Type /Annot >> /DA (/Helv 10 Tf 0 g) /JS (SyncCheckboxes\(event.target\);) /StructParent 690 >> /Type /Annot << /MK << << /MK << 227 0 obj 169 0 obj W /F 4 265 0 obj /AS /Off /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /StructParent 594 92 0 obj /Encoding << /Rect [155.64 209.28 168.12 222.0] These form provisions do not constitute tax advice Trusts & Estates magazine and should not be treated as such. << /MK << << /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /ProcSet [/PDF] >> /P 133 0 R Note that this form is for an irrevocable trust. 130 0 obj << /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /P 137 0 R 1.0 301.32 371.88] /Tx BMC /DA (/Helv 10 Tf 0 g) ET /BBox [0.0 0.0 12.48 12.72] /Type /Annot /Type /Annot /Font << /NumberOfPageItemsInPage 2 << 357 0 obj << /TU (Signature of Trustee) /MK << /On 332 0 R /Tx BMC /XObject << << /MK << >> /Subtype /Widget 19 0 obj (iii) Designation of Initial Designated Representative. If at any time any trust created under this trust instrument is, in the sole judgment of the Trustee, of the aggregate principal value of One Hundred Thousand Dollars ($100,000.00) or less, or if the Trustees compensation for services rendered exceeds fifty percent (50%) of the net income of the trust, the Trustee (other than a Restricted Trustee) may, but need not, terminate the trust and distribute the trust estate to the beneficiary or beneficiaries then receiving or entitled to receive the net income from the trust, in proportionate shares.
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