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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. /Type /Annot /N << /AS /Off /Rect [450.356 399.025 558.356 413.785] Delegation of functions by trustee. >> /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) q >> 1.0 301.32 371.88] Notwithstanding the provisions of F.S. >> 347 0 obj /Matrix [1 0 0 1 0 0] /Length 36 endobj /AP << /FT /Btn /F 4 /Ff 8388608 endstream 75 0 obj endobj >> >> 308 0 obj /Rect [54.24 504.6 66.72 517.32] << >> /Tx BMC /F 4 << /Ff 8388608 (4) Tj >> >> >> >> /ZaDb 555 0 R >> /AA << Under Trustee Act 2000 (TA 2000), trustees are given wide ranging powers to authorise any person to exercise any or all of their delegable functions as their agent (s11(1) TA 2000). >> /AP << << endstream >> /Resources << /ArtBox [0.0 0.0 612.0 792.0] << Step 2: As soon as you enter the delegation of authority template word editing page, you will see all the actions it is possible to /0 [1.0 0.0 0.0 1.0 0.0 0.0] /FT /Sig /Matrix [1 0 0 1 0 0] endstream The authors offer these form provisions merely as fodder for practitioners consideration. /P 131 0 R 219 0 obj /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron 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 /Length 90 311 0 obj /OriginalDocumentID >> /DA (/Helv 10 Tf 0 g) >> /PDFDocEncoding 166 0 R /MK << /Rect [294.0 71.88 385.2 87.24] Delegation of Authority - Board of Trustees WebDemonstrated ability to lead teams of which there is no formal authority. /Length 36 /Rect [480.96 687.12 553.08 704.88] /F 4 /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) >> /Type /Annot /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number)
/S /JavaScript There are certain conditions set out in s 25 TA 2000: In addition, s1 Trustee Delegation Act 1999 allows an individual trustee who also has a beneficial interest in the land to delegate his trustee powers to the other trustee(s) of the land. BT /T ( 20_1) >> The trustee shall exercise reasonable care, skill, and caution in: (1) Selecting an agent; (2) Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and Only /Parent 71 0 R /0 5387 /TU (Print Name of Notary Public) >> /ProcSet [/PDF] >> endstream /P 135 0 R /Rect [341.4 212.04 557.4 225.36] /Subtype /Widget /Resources << /Ff 8388608 /Rect [474.0 68.88 565.2 84.24] 259 0 obj << /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 >> /N 164 0 R endobj endobj /Type /Annot /JS (SyncCheckboxes\(event.target\);) /Filter /FlateDecode /T (Margin transactions including short sales04) 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.) 125 0 R 126 0 R 127 0 R] /ZaDb 13 0 R /DA (/Helv 10 Tf 0 g) stream
/Ff 8388608 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Font << >> /Type /Annot /Type /Annot /StructParent 722 endobj Indiana Code 30-4-3.5-9. /TU (Signature of Notary Public) 58 0 obj >> Q /FT /Tx /MK << % DSBlank /PageUIDList << >> endobj /ZaDb 551 0 R /MK << /TextIndent -15.25 endobj endobj /GS1 380 0 R << /F 4 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. /Type /Annot << endobj /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] >> /FT /Tx << << /FT /Tx /Matrix [1 0 0 1 0 0] >> /Rect [54.0 209.28 331.32 225.48] /F 191 0 R endobj /N 543 0 R /T ( day of_5) >> /Subtype /Type1 /Ff 8388608 /FT /Tx /Encoding << /Ff 8388608 >> /Resources << /F 4 207 0 obj /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /MK << >> 198 0 obj /FT /Tx << >> /Off 296 0 R >> /Rect [474.0 71.88 565.2 87.24] 113 0 obj >> /T (Type of identification04) /DA (/Helv 0 Tf 0 g) /Parent 71 0 R /ExtGState << /On 362 0 R >> << /Rect [450.6 386.4 558.6 401.04] /PieceInfo << /Rotate 0 /AA << >> /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) 240 0 obj /Type /XObject /Parent 71 0 R >> endobj >> 0.749023 g /Type /Page /MK << /F 4 224 0 obj /T1_2 383 0 R /MK << /Outlines 6 0 R /F 4 296 0 obj /ProcSet [/PDF /Text] f /T (Signature of Notary Public_8) >> /T ( day of_1) The jurisdiction whose law governs the administration of any trust may be the same as the situs of such trust. /Subtype /Widget /T (Signature of Notary Public_2) << /Subtype /Form /FormType 1 /TU (Signature of Trustees requiring Notarization: Use this page when a Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nevada, South Dakota, Tennessee or Vermont: A\) Agreed and Certified to this: Enter Month) 268 0 R 239 0 R 272 0 R 86 0 R 245 0 R 87 0 R 123 0 R 246 0 R] /F 4 >> /Name /Cour /Rect [292.56 621.64 420.6 634.96] Q /T (Grantor Name_2) /MK << /Subtype /Form /Type /XObject /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /PageItemUIDToLocationDataMap << /StructParent 676 338 0 obj << /Contents 393 0 R /Rect [409.92 71.88 463.08 87.24] /ZaDb 13 0 R /Subtype /Widget 258 0 obj /Type /Annot /Parent 50 0 R /T ( the person whose name is subscribed to) 8. /Type /XObject Situational Leadership q >> /Helv 152 0 R 44 0 obj endobj /FT /Tx /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /Type /Annot /Resources << /FT /Tx /DA (/Helv 10 Tf 0 g) /Subtype /Widget >> /O /Layout WebThere are two levels of authorization you can give your representative on your trust accounts: Allow access to information only (level 1) Allow access to information and to make certain account changes (level 2) For more information about trust accounts, go to T4013, T3 Trust Guide. /Type /XObject endstream /StructParent 618 /N 525 0 R 367 0 obj /Parent 70 0 R /MK << /Ff 8388608 /FT /Tx /Type /Annot /MaxLen 2 >> /Rect [48.6 71.88 101.76 87.24] /SpaceAfter 41.875 /TU (The foregoing instrument was acknowledged before me, a Notary Public, this: \(Enter Month\)) /S /JavaScript stream
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/0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 >> /MK << >> /MK << >> /BBox [0.0 0.0 12.48 12.72] /StructParent 538 q Delegation of Authority /Ff 29360128 >> /P 136 0 R endobj /1 [5024.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /AA << 237 0 obj /Ff 8388608 /FT /Tx /DA (/Helv 10 Tf 0 g) /ProcSet [/PDF] Ideally, of course, such powers would be contained in the trust instrument. /Contents 395 0 R endobj /CA (4) /ZaDb 550 0 R << /Type /Annot << /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /DA (/Helv 10 Tf 0 g) /DR << >> /F 4 /F 4 2 0 obj /F 4 /CM28 << /FT /Tx /N << /T (Signature of Notary Public_5) /Type /XObject /P 131 0 R Unless otherwise restricted by the Board, the President, in turn, may delegate certain authority to the officers and employees of the university. /F 4 >> stream
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/TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) << /MK << /N 14 0 R /FormType 1 >> /P 131 0 R With respect to each Discretionary Trust, subject to any plan of successor Designated Representatives created pursuant to the provisions of subsections 15.24(b)(iv)(A) or 15.24(b)(iv)(B) of this Article, but notwithstanding any other provision in this trust instrument to the contrary, on the date on which the beneficiary of the trust has attained thirty (30) years of age, or upon creation of the trust, if subsequent thereto, the Designated Representative of the trust shall be such one (1) or more persons or a Business Entity, or any combination thereof, as shall be designated by name by the beneficiary by an instrument in writing signed by the beneficiary and delivered to the person(s) and/or entity so designated. /TU (Please print the name of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) /Subtype /Widget /Encoding 10 0 R 109 0 R 127 0 R 266 0 R 267 0 R 116 0 R 119 0 R 117 0 R 120 0 R 118 0 R 121 0 R] /StructParent 452 /PDFDocEncoding 151 0 R >> >> /Annots [226 0 R 231 0 R 199 0 R 19 0 R 200 0 R 201 0 R 202 0 R 206 0 R 203 0 R 204 0 R << H, /Resources << /JS (SyncCheckboxes\(event.target\);) /Length 83 /StructParent 721 /PageWidthList << << /BBox [0.0 0.0 12.48 12.72] /MK << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /XObject << /MK << /F 4 /Fm1 394 0 R /Subtype /Form /FT /Tx /Type /Encoding /FormType 1 << /PageTransformationMatrixList << endobj /T ( year of_2) /Rect [292.862 399.025 420.902 413.785] /Rect [328.92 296.16 556.92 309.48] /MK << endobj /TrimBox [0.0 0.0 612.0 792.0] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Type /Annot /Type /XObject >> /BBox [0.0 0.0 12.48 12.72] /Ff 8388608 /DA (/Helv 10 Tf 0 g) /MK << >> /O /Layout /CA (4) /BBox [0.0 0.0 12.48 12.72] 85 0 R 86 0 R 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 92 0 R 93 0 R 94 0 R /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /Subtype /Form endobj >> >> /T (A-1) /FT /Tx endobj 0 0 12.48 12.72 re endobj
/Subtype /Widget /GS0 378 0 R >> /P 134 0 R >> /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) 218 0 obj /Type /Annot >> /P 136 0 R 335 0 obj /MK << delegate >> /Ff 8388608 Trustee Certifcation Form - Merrill /StructParent 704 223 0 obj /DA (/Helv 10 Tf 0 g) /FT /Sig /F 4 /FT /Tx /Rect [387.96 587.28 400.44 600.0] << /Subtype /Widget /Type /Annot /MK << /Parent 7 0 R << /AP << /CropBox [0.0 0.0 612.0 792.0] >> /F 4 /StructParent 447 >> /Type /Font << 94 0 obj Where appropriate, urgent decisions that arise between meetings, may be dealt with by Chair's Action where it is not possible to convene a meeting of the Board at short notice. << 0 0 Td endobj /Font << /MaxLen 5 /P 131 0 R /FT /Tx /FT /Tx /PageWidthList << >> /MK << /T1_2 383 0 R /Parent 73 0 R /Last 388 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Type /Annot /Ff 29360128 endobj /P 134 0 R endobj /Length 12 /FT /Tx endstream /F 4 << /StructParent 589 /F 4 stream
/BBox [0.0 0.0 12.48 12.72] /T ( Agreed and Certified to this_3) W /S /JavaScript /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /JS (SyncCheckboxes\(event.target\);) /P 137 0 R /Type /Annot /Resources <<
/P 129 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 >> n endstream /Ff 29360128 /Subtype /Widget >> /Subtype /Widget stream
/BBox [0.0 0.0 12.48 12.72] /TrimBox [0.0 0.0 612.0 792.0] << /T ( Names of all current trustees02) /Tx BMC EMC /FT /Tx /Ff 8388608 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 2) endobj /P 129 0 R <<
/Type /XObject /Matrix [1 0 0 1 0 0] /Subtype /Form /CropBox [0.0 0.0 612.0 792.0] /FT /Sig /MK << >> >> it needs to decide which other matters it will make decisions about and which it can and will delegate. /Subtype /Widget endobj /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /T ( Signature of Notary Public) << /Ff 8388608 266 0 obj /N 534 0 R
/D << /Subtype /Widget /DA (/Helv 10 Tf 0 g) /F 4 /Subtype /Form /P 134 0 R >> /Rect [292.56 687.6 420.6 702.24] /MaxLen 4 /BBox [0 0 424.08 18.24] << 334 0 obj >> << 257 0 obj >> /TU (Enter type of identification) /BBox [0.0 0.0 12.48 12.72] /S /JavaScript /0 219 endobj /Subtype /Type1 /FT /Tx endobj endobj /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /Type /XObject /AP << 1.0 301.32 371.88] /Font << /CA (4) /T1_1 384 0 R /PageUIDList << /Subtype /Widget /Tx BMC /PageItemUIDToLocationDataMap << /StructParent 578 endstream << /P 133 0 R /FormType 1 /T ( Print Name of Notary Public_1) /StructParent 679 /Type /Annot /GS3 381 0 R /T1_1 384 0 R /Type /Annot /Rect [295.44 687.12 453.12 704.88] /TrimBox [0.0 0.0 612.0 792.0] /F 4 /Rect [54 563.28 182.04 576.48] 137 0 obj /StructParent 577 A. /MaxLen 5 /T (MLPFS Account01_2) >> /Length 38 /Subtype /Widget /Length 83 Q /ZaDb 558 0 R h[ks7+I7j*UJ$XH
I um*f << /Type /Annot /Ff 8388608 EMC /Resources << BT /Subtype /Widget /Rect [312.48 474.96 556.56 489.6] /T ( day of_7) 168 0 obj /Parent 73 0 R /FT /Tx /Font << /BBox [0.0 0.0 9.36 9.48] << /FT /Tx >> 271 0 obj >> Sec. /DR << /StructParent 641 /Rect [417.84 148.68 519.84 165.36] /FT /Btn /Type /XObject /Rect [295.44 386.4 453.12 404.16] /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash (iii) Designation of Initial Designated Representative. >> /BBox [0.0 0.0 12.48 12.72] /MK << >> /DA (/Helv 10 Tf 0 g) /T ( 20) /Type /Annot >> 255 0 obj << << 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. /StructParent 485 /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:) /Length 112 /BBox [0.0 0.0 12.48 12.72] /Subtype /Widget << /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence) /P 134 0 R /F 4 /DocumentID /Type /Annot >> /StructParent 693 The determination of the amount of net income or principal of a trust to be distributed to or for the benefit of a beneficiary is in the sole discretion of the Trustee. /Resources << /DA (/Helv 10 Tf 0 g) >> endstream >> The same person may be both nominee and custodian. n /Subtype /Form endstream /ZaDb 554 0 R >> /TU (Signature of Notary Public) /AS /Off /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /AA << /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute >> /StructParent 672 f >> /TU (5B. /DR << /Ff 8388608 Margin transactions 3 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) /BBox [0 0 252 14.64] << << /Rect [155.64 504.6 168.12 517.32] /CM32 << /DR << /Subtype /Widget 80 0 obj >> Webharman legacy mark iii coal stove mckeesport obituaries kfc near mr /Rect [292.44 386.4 420.48 401.04] >> stream
/Type /Annot /Type /Annot /Ff 8388608 /Parent 71 0 R endobj /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /P 136 0 R endobj >> /Ff 8388608 /MK << endobj << /Subtype /Form /Parent 70 0 R endstream /S /JavaScript /Kids [403 0 R 404 0 R 405 0 R 406 0 R 407 0 R 408 0 R 409 0 R 410 0 R 411 0 R 412 0 R /O /Layout /Matrix [1 0 0 1 0 0] /P 131 0 R 60-175.14. /FT /Tx << WebA delegation agreement is a written document that outlines the responsibilities and rights of both parties involved in the contract. . /S /JavaScript /MK << /DA (/Helv 10 Tf 0 g) >> /MaxLen 5 /S /Document >> With respect to each trust created under this trust instrument, the Trustee is authorized, in the sole discretion of the Trustee, at any time and from time to time, to distribute an amount equal to the tax on trust net income and/or principal of the trust which is payable by the Settlor from the net income and/or principal of the trust to the Settlor or directly to the taxing authorities.. << /TU (Signed and sworn to \(or affirmed\) before me this: \(Enter Month\)) /Font << 465 0 R 466 0 R 467 0 R 468 0 R 469 0 R 470 0 R 471 0 R 472 0 R 473 0 R 474 0 R << /AP << /MK << There are certain conditions (set out in s15 TA 2000) to such delegation to an investment manager: a) the terms must be in writing or evidenced in writing; b) the trustees must provide a written policy statement: and c) the investment manager must confirm that he will comply with the policy statement. /JS (SyncCheckboxes\(event.target\);) A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /FormType 1 /ZaDb 519 0 R /Tx BMC /Type /Annot >> /Ff 8388608 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. Delegation of Authority endstream /O /Layout TRUSTEES /N 170 0 R /On 322 0 R >> /FT /Tx /Type /Annot /P 137 0 R /Last 130 0 R /Type /Page 227 0 obj 242 0 obj /F 4 /OriginalDocumentID (vi) Release of Powers to Appoint Successor Designated Representatives. >> 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k
>> /PageWidthList << 275 0 obj /Length 90 /CA (4) /Font <<
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) /P 134 0 R 131 0 obj >> 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. >> /Subtype /Form /Ff 8388608 >> /StructParent 594 /DA (/Helv 0 Tf 0 g) /Rect [229.92 71.88 283.08 87.24] /N << /Subtype /Widget /StartIndent 237.125 /Rect [64.92 678.72 388.32 694.2] /DA (/Helv 0 Tf 0 g) /F 4 /BBox [0 0 424.08 14.76] /StructParent 602 /TU (20: Enter the last 2-Digits of Year) 276 0 R 277 0 R] >> >> << Q /MK << /Subtype /Widget /P 137 0 R /AP << /Subtype /Widget /StructParent 579 /StructParent 601 138 0 obj << ET 78 0 R 79 0 R] With respect to the authority of Co-Trustees to sign and whether all or less than all Co-Trustees are required in order to exercise powers of the Trustee, Section 15.16 of Article XV of the Trust Agreement provides as follows: (a) Majority Vote to Govern. << /AA << >> /FormType 1 /Rect [136.8 449.88 536.76 464.52] /CM5 << /Length 12 /ProcSet [/PDF /Text] /BBox [0.0 0.0 12.48 12.72] /0 612.0 /P 135 0 R ET /Ff 8388608 endobj endstream /DA (/Helv 10 Tf 0 g) /Parent 71 0 R >> >> 19 0 obj /Rect [54.24 209.28 66.72 222.0] BT >> /Rect [159.12 386.4 270.12 404.16] /DA (/Helv 10 Tf 0 g) /TU (Notary Acknowledgement: County of \(Enter County\)) >> /StructParent 685 >> << /Length 36 , with such compensation approved by the Funds Board of Trustees Edgar Database, EX-99. >> 1 1 7.36 7.48 re /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Type /Annot << /Rect [450.6 674.64 558.6 687.96] /LastModified /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /StartIndent 15.25 << /Parent 70 0 R << /TU (20: \(Enter the last 2-Digits of Year\)) 115 0 obj /FormType 1 /MaxLen 5 /AS /Off /DA (/Helv 10 Tf 0 g) /ProcSet [/PDF] /DA (/Helv 10 Tf 0 g) /Font << /Type /Annot >> 0 0 Td /Off 184 0 R /Subtype /Widget /Font << << /Subtype /Form Webwhen the Executive Vice President and Chief Operating Officer is unavailable. /NumberOfPageItemsInPage 2 Pursuant to the provisions of Section 736.1017(4) of the Florida Trust Code, a certification of trust need not contain the dispositive terms of a trust. /StructParent 702 /Subtype /Form 0 0 Td Any revocation, amendment or cancellation is to be made in the same manner as is provided above for making a designation or establishing a plan; provided, however, that no revocation, amendment or cancellation is effective to remove any then acting Designated Representative.
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