trustee delegation of authority form

/Font << >> >> /Rect [387.96 587.28 400.44 600.0] /LineHeight 18.625 /GS1 380 0 R /Subtype /Widget /Parent 70 0 R /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron << >> /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 /Rect [54.0 451.56 557.28 467.76] >> endobj H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /StructParent 544 /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /CM38 << /Type /Annot /Parent 71 0 R /Font << /Type /Annot >> >> /Parent 71 0 R >> /F 4 >> /ColorSpace << endobj /ProcSet [/PDF /Text] /P 135 0 R 125 0 obj /ArtBox [0.0 0.0 612.0 792.0] 45 0 R 46 0 R 47 0 R 48 0 R 49 0 R 50 0 R 51 0 R 52 0 R 53 0 R 54 0 R Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: \(If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6\) \(If the Notary is in California, use page 7\) \(If the Notary is in Florida, use page 8\): A\) Agreed and Certified to this: Enter Month) /Fm1 394 0 R /DA (/Helv 10 Tf 0 g) 0.749023 g /Helv 146 0 R 338 0 obj << endobj /Parent 71 0 R Sec. /AA << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /Ff 29360128 232 0 obj << 264 0 obj 335 0 obj /ZaDb 551 0 R /TU (Signed and sworn to \(or affirmed\) before me this: \(Enter Month\)) Q /T ( day of_2) q endobj /Font << /MediaBox [0.0 0.0 612.0 792.0] /Type /XObject >> /Subtype /Form << /Rect [59.28 148.68 161.28 165.36] /Ff 8388608 /F 4 /FormType 1 /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) 250 0 obj /T ( Names of all current trustees01) >> 8.6597 TL 8.6597 TL << /Resources << /Parent 70 0 R /FT /Tx /Rect [54 474.96 306 489.6] /TU (Enter type of identification) /NumberOfPageItemsInPage 2 Q /StructParent 614 << /Subtype /Widget /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft endobj /P 135 0 R /On 323 0 R >> >> /Subtype /Form >> /CA (4) 0 0 12.48 12.72 re /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Parent 50 0 R /Parent 70 0 R /LineHeight 9.625 endobj /Encoding << /N 543 0 R << WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. /Subtype /Widget /Off 301 0 R /StructParent 483 /ProcSet [/PDF /Text] >> %PDF-1.6 % >> /StructParent 706 https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. /StructParent 716 endobj >> /DA (/Helv 10 Tf 0 g) 221 0 obj /Subtype /Widget /DA (/Helv 0 Tf 0 g) /Subtype /Widget W >> >> /F 4 /MaxLen 5 >> /Rect [292.2 461.76 420.24 480.0] q /Ff 8388608 /StructParent 613 Powers of Trustees Subject to the provisions of this Declaration of Trust, the business of the Trust shall be managed by the Trustees, and they shall have all powers necessary or convenient to carry out that responsibility and the purpose of the Trust. /N << 163 0 obj /GS0 378 0 R >> stream /0 219 /T (A) endobj /Subtype /Form /Resources << >> (a) Representation by Holder of Power of Appointment. 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). << endobj endobj /FT /Btn 293 0 obj >> /Helv 152 0 R 187 0 obj /Font << >> >> /InDesign << /TU (9B. /BaseFont /Helvetica /Resources << %PDF-1.7 /FormType 1 /F 4 /N 149 0 R /On 287 0 R /Subtype /Form /StructParent 734 endstream /S /JavaScript endstream /Rect [135.96 522.96 560.04 541.08] /Rect [450.6 379.44 558.6 392.76] /T (E-1) << stream /DA (/Helv 10 Tf 0 g) /Subtype /Widget >> >> /P 135 0 R /DA (/Helv 10 Tf 0 g) /Rect [112.56 71.88 203.88 87.24] /MediaBox [0.0 0.0 612.0 792.0] >> 104 0 obj /Matrix [1 0 0 1 0 0] /StructParent 539 BT endobj /P 135 0 R /S /JavaScript /TrimBox [0.0 0.0 612.0 792.0] /FormType 1 Margin transactions 3 including short sales: All current trustees must initial those that apply in spaces provided:) 2.4362 3.3161 Td /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:) /Type /Annot 279 0 obj /DR << W /N << >> stream q /BaseFont /Helvetica /TU (day of: \(Enter 2-Digit Day\)) /A 299 0 R /MaxLen 3 /F 4 240 0 obj 495 0 R 496 0 R 497 0 R 498 0 R 499 0 R 500 0 R] /FT /Tx >> /AP << 1.0 4.21616 370.08] /P 134 0 R /EndIndent 20.75 << /F 4 /F 4 /Parent 70 0 R 0.749023 g endobj /Type /Annot /JS (AFSpecial_Keystroke\(2\);) << /StartIndent 15.25 /Subtype /Widget /FormType 1 0 0 9.36 9.48 re >> /StructParent 304 /MK << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 90 0 obj >> /FT /Tx >> /NumberOfPageItemsInPage 2 /Helv 152 0 R 0.749023 g /MaxLen 5 >> /FT /Btn /AP << >> 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 << /Rect [220.967 304.171 297.047 318.931] >> 31 0 obj /Subtype /Form /FT /Tx Self-Dealing by Trustee. q 331 0 obj /TU (this: \(Enter Month\)) endobj /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 >> /T (Margin transactions including short sales03) /P 131 0 R EMC /P 134 0 R /PageTransformationMatrixList << >> >> /Ff 29360128 /S /JavaScript /Length 116 /Subtype /Widget /Ff 29360128 >> /Type /Annot endobj /F 4 >> /Helv 146 0 R /Resources << endobj /T (MLPFS Account03_3) /PageItemUIDToLocationDataMap << /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> << /CM23 << >> /F 4 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 /GS1 380 0 R >> /T (MLPFS Account_2_3) /Type /Annot /Matrix [1 0 0 1 0 0] /Subtype /Widget >> /DA (/Helv 0 Tf 0 g) Trustee delegation | STEP 253 0 obj << >> /LastModified (D:20211209094527-05'00') /P 136 0 R /StructParent 515 /ProcSet [/PDF] /DA (/Helv 10 Tf 0 g) /Filter /FlateDecode /F 4 /JS (SyncCheckboxes\(event.target\);) /Resources << << << /StructParent 696 /Rect [229.92 71.88 283.08 87.24] /Ff 8388608 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Type /Annot /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /AP << >> /BBox [0.0 0.0 12.48 12.72] /Parent 71 0 R << /Type /XObject /Rect [341.055 541.64 557.055 556.4] /Ff 8388608 /Ff 8388608 /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] endobj /CA (4) 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. 295 0 obj >> /T ( Print Name of Notary Public_1) WebTrustee: A person or institution holding and administering property in trust. If there is 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, in 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 609 /T (G-2) /Type /Encoding /P 131 0 R /Subtype /Widget q /Contents 393 0 R /P 135 0 R 328 0 obj 2.4362 3.3161 Td q /OriginalDocumentID << BT /Parent 70 0 R /TU (Enter type of identification) 139 0 obj /Subtype /Form 0 0 Td /TU (C\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /BBox [0 0 252 14.64] >> WebDelegation 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 /ZaDb 520 0 R /S /JavaScript << /StructParent 726 /TU (3. << /FormType 1 /DocumentID 277 0 obj >> /Subtype /Widget /Type /Annot 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] 0 0 9.36 9.48 re >> /FT /Tx /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] Form prohibiting use of the power granted by decanting statute: Discretionary Distributions. /Tx BMC >> /T (Signature of Trustee_9) /F 4 /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior 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) << /Fm1 394 0 R stream TRUSTEES BT /ProcSet [/PDF] /BBox [0.0 0.0 12.48 12.72] /Resources << >> /AP << /Parent 70 0 R /0 [1.0 0.0 0.0 1.0 0.0 0.0] q >> << /Ff 8388608 endobj 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. /On 357 0 R /BBox [0.0 0.0 12.48 12.72] >> endobj /StructParent 642 /Tabs /S /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /FormType 1 /S /JavaScript The undersigned certifies and declares as follows: 1. >> /P 135 0 R >> /StartIndent 9.125 /StructParent 673 /FT /Tx /AA << /T (MLPFS Account_2_2) /S /JavaScript endobj (a) Validity. /P 129 0 R >> stream /Title (Trustee Certification Form) Q /DA (/Helv 10 Tf 0 g) << /StructParent 589 /S /JavaScript /Resources << endobj 320 0 obj /BBox [0.0 0.0 12.48 12.72] /T (Country of residency_04) /Type /Annot stream /FT /Sig endobj /Off 361 0 R /T (Address) << (vi) Release of Powers to Appoint Successor Designated Representatives. /Parent 70 0 R << /ParagraphSpan /Span /AP << Cotrustees - Powers and liabilities. /MaxLen 5 /TU (C\) Agreed and Certified to this: Enter Month) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Resources << /Ff 8388608 /D << /ExtGState << 1 Christopher W. Boyett, Oh, the Places Id Go (Choice of Law, Governing Law, & the Principal Place of Administration Under the Florida Trust Code), Drafting Trusts Under the New Florida Trust Code, Fla. Bar. /Rect [135.96 442.8 560.04 460.92] << /Type /XObject /FormType 1 256 0 R 257 0 R 258 0 R 259 0 R 260 0 R 261 0 R 262 0 R 263 0 R 264 0 R 265 0 R endobj /CA (4) 53 0 obj f /ProcSet [/PDF /Text] endobj /FormType 1 >> endobj >> /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. >> << /Type /Annot /MK << >> >> /Subtype /Form Delegation of Authority Form | Practical Law - Westlaw 332 0 obj /DocumentID endobj /F 4 >> >> >> /TU (5B. /BleedBox [0.0 0.0 612.0 792.0] /Subtype /Widget endobj 352 0 obj 1.0 4.21616 370.08] Upon any revocation, amendment or cancellation, the holder of the power to designate successor Designated Representatives of the trusts held pursuant to this trust instrument have the same powers with respect to designating successor Designated Representatives by name or establishing a plan in the manner provided above, as if such power had never been exercised. << /T 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accuracy, or validity of that document: State of California, County of \(Enter County\)) endobj Among other things, the President is responsible for: /TU <322E20506C6561736520636F6D706C65746520656974686572203241206F7220324220284F6E6C79206F6E652073656374696F6E2073686F756C6420626520636F6D706C65746564293A2032412E2049662074686520747275737420776173206372656174656420627920612077696C6C2C20746865206465636564656E749073206E616D652069733A> /Subtype /Widget /Subtype /Widget /Type /Annot /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Ff 29360128 /Font << 175 0 obj >> << /ZaDb 552 0 R Delegation The authors offer these form provisions merely as fodder for practitioners consideration. /StructParent 644 /TU (Signature of Trustee #3) /Type /Page /OriginalDocumentID /On 293 0 R endobj endobj /S /JavaScript /PDFDocEncoding 151 0 R /LineHeight 15.5 /Type /Annot /FormType 1 /Subtype /Form << >> >> /ZaDb 554 0 R 227 0 R 205 0 R 235 0 R 207 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87.24] /Encoding << /Subtype /Widget /Type /Annot /JS (SyncCheckboxes\(event.target\);) /Encoding 10 0 R /StructParent 611 >> 0 0 12.48 12.72 re endobj /0 6599 /Subtype /Form /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /Subtype /Widget << 303 0 obj /Font << /Subtype /Form >> >> /DA (/Helv 0 Tf 0 g) /P 134 0 R endobj Delegation of Authority /Subtype /Widget 341 0 obj /StructParents 670 << >> /MK << 188 0 obj 4 0 obj 368 0 obj 2. stream endobj << /Rect [229.92 68.88 283.08 84.24] /Type /Annot >> /Rect [159.12 386.4 267.12 401.04] << /LastModified (D:20211212090914-05'00') The Trustees shall promptly call a meeting of Shareholders for the purpose of voting upon the question of removal of any Trustee when requested in writing so to do by the record holders of not less than 10 per centum of the outstanding Shares. /AP << endobj /ProcSet [/PDF] (4) Tj << /Parent 70 0 R /Subtype /Form >> endobj /S /JavaScript /T ( Agreed and Certified to this_4) /F 4 >> /Bl 315 0 R /F 4 >> << >> /Subtype /Widget /Type /Encoding /Subtype /Widget /StructParent 523 /T (MLPFS Account01_3) W /Length 83 /StructParents 664 n /Tx BMC /Type /Annot /Type /Annot /MK << /Matrix [1 0 0 1 0 0] /Length 83 0.749023 g << /StructParent 677 /P 136 0 R << /Subtype /Type1 /PageItemUIDToLocationDataMap << endobj /P 135 0 R /Resources << 308 0 obj /T ( day of_7) /Length 12 /Rotate 0 WebTrustee selling to self as trustee of another trust. /Ff 8388608 /ZaDb 554 0 R 164 0 obj /Ff 29360128 0 0 12.4801 12.72 re /FT /Tx >> /ZaDb 550 0 R /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply >> << /Resources << /T ( before me) /DA (/Helv 0 Tf 0 g) /Rect [158.934 541.884 266.934 555.204] endobj >> endobj /T (Signature of Notary Public_3) /ProcSet [/PDF] /Bl 330 0 R 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this delegation to the Board of Trustees or its Executive Committee on or before the next regularly scheduled meeting. >> /MaxLen 5 /FT /Tx /ZaDb 551 0 R /TU (Signature of Trustee) /PDFDocEncoding 10 0 R /Annots [187 0 R 51 0 R 188 0 R 52 0 R 189 0 R 53 0 R 190 0 R 54 0 R 55 0 R 56 0 R /Resources << /F 541 0 R >> /Subtype /Widget 736.0103(2) and the term investment instrument shall have the meaning ascribed such term in FS 660.25. 5, Language similar to the following could be considered to prohibit such investments: Corporate Trustees and Affiliated Services. /P 136 0 R /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft 147 0 obj 65 0 R 66 0 R 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R /StructParent 595 /MaxLen 2 >> /Type /Annot /Font << /F 4 /FormType 1 >> /Off 351 0 R /ProcSet [/PDF /Text] >> >> /Type /Annot (iii) Transfer of Principal Place of Administration. >> /BBox [0.0 0.0 12.48 12.72] >> /Fields [15 0 R 16 0 R 17 0 R 18 0 R 19 0 R 20 0 R 21 0 R 22 0 R 23 0 R 24 0 R This acknowledgement may not be used by California Notaries. >> >> /T (Revocable and amendable) The Trustee, without court approval, may amend this subsection in order to change the jurisdiction whose law governs the administration of any trust created under this trust instrument and may amend any other provision of this trust instrument for the purpose of qualifying any trust under this trust instrument to be governed by the law of another jurisdiction. /Type /Annot /ZaDb 13 0 R /MK << 79 0 obj /Tx BMC /MK << /Parent 70 0 R endobj /Length 36 Delegation of authority to sign all documents on behalf of the Minnesota State Colleges and Universities, its colleges or universities, the system office and/or its Board of Trustees is vested without limitation in the chancellor. /Rect [159.12 386.4 270.12 404.16] /Subtype /Widget /F 4 /MK << (ii) Waiver of Duty to Determine Appropriate Place of Administration. >> /Rect [54.0 128.76 63.36 138.24] << >> << /StructParent 580 /MK << /LastModified /MK << 77 0 obj /ProcSet [/PDF /Text] endobj /GS0 378 0 R /Type /Annot /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /F 4 108 0 obj /Rect [312.48 174.24 556.56 187.56] 1.0 301.32 371.88] >> 9. /Rotate 0 Note that this form is for an irrevocable trust. endobj >> /P 131 0 R /DA (/Helv 10 Tf 0 g) /Subtype /Widget /CA (4) /GS0 378 0 R /ProcSet [/PDF] 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. /StructParent 666 /Resources << /Type /Annot /T ( by_1) This Standard Document has integrated notes with important explanations and drafting tips. /F 172 0 R endstream /FormType 1 /FT /Tx /Ff 8388608 >> >> 5.4326 TL /1 [5024.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 << endobj /T (Type of identification02) /N 537 0 R >> /FT /Tx B. 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. /Subtype /Widget Periodically reviewing the agent's actions in order to monitor the agent's performance and compliance with the terms of the delegation. /AA << /AP << Q /F 4 >> /Length 12 /P 131 0 R /T (5) endobj >> /Font << In the event of a vacancy in the position of Designated Representative of any trust which is not otherwise filled pursuant to the provisions of this Article, the following, one (1) at a time and in the order named, shall act as successor Designated Representative: (A) John Doe; then (B) Jane Doe. /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /P 137 0 R /PageTransformationMatrixList << /StructParent 520 >> stream /StructParent 481 /DA (/Helv 10 Tf 0 g) /Type /Annot Amanda Edwards TEP is an Associate in the Private Client and Tax department at Boodle Hatfield LLP. 274 0 obj 88 0 obj /Contents 398 0 R /F 4 /F 4 This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. /Rect [341.447 244.651 557.447 259.411] /0 [1.0 0.0 0.0 1.0 0.0 0.0] /Ff 8388608 /Parent 50 0 R /Ff 8388608 endobj endobj >> /Subtype /Widget /Type /Annot /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget % /Rect [450.36 461.76 558.36 480.0] 291 0 obj /Rect [312.48 498.92 556.56 513.68] endobj /FT /Btn /MK << /BleedBox [0.0 0.0 612.0 792.0] endobj /MK << stream /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Length 1125 /Resources << /Type /Annot /FT /Sig /Helv 157 0 R /BBox [0 0 252 14.64] /CM20 << >> /LastModified 1.0 4.21616 370.08] >> /T ( Agreed and Certified to this) /StructParent 740 /Type /Annot /Parent 70 0 R endobj f endobj endobj /Type /Annot /F 4 /Subtype /Widget /CM28 << << /DR << >> /CM31 << /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) /Type /Annot >> /TU (personally appeared \(Insert name of Trustee\)) 1.0 4.21616 370.08]

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