/P 135 0 R /AP << 369 0 obj 253 0 obj /MK << endobj 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 /MK << f /Subtype /Widget /MaxLen 5 >> endobj /Helv 12 0 R /On 358 0 R /LineHeight 15.5 /Ff 8388608 /Type /Annot /Parent 73 0 R >> endobj /PDFDocEncoding 145 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 stream /DA (/Helv 10 Tf 0 g) /Rect [474.96 601.774 495.0 616.534] /AP << /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) endobj /T1_0 382 0 R << /T (Signature of Trustee_3) /Ff 8388608 /Parent 70 0 R /D << /Type /Annot /Rect [155.64 504.6 168.12 517.32] 324 0 obj /InDesign << /T1_4 400 0 R /FT /Tx /P 134 0 R >> /Type /XObject /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /AS /Off /Tx BMC /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget /BBox [0.0 0.0 9.36 9.48001] /Bl 340 0 R /Type /Encoding /StructParent 691 67 0 obj /Subtype /Widget /Rect [316.44 282.12 380.4 295.32] The Trustees agree that any notice sent to one Trustee will constitute as a notice to all Trustees. /Type /Annot The Delta Trust is in existence as of the date of this certification. << >> >> >> /Ff 29360128 >> /Ff 8388608 142 0 obj << /FT /Tx /FT /Tx endstream endobj /DA (/Helv 10 Tf 0 g) /TrimBox [0.0 0.0 612.0 792.0] >> >> /StructParent 738 >> /Subtype /Widget >> /Subtype /Form /FT /Sig /P 129 0 R /PageTransformationMatrixList << endobj /Type /Annot endobj stream /FT /Tx << /T (Signature of Notary Public_4) /P 136 0 R /NumberOfPageItemsInPage 2 << /BBox [0 0 424.08 18.24] /MK << 244 0 obj /StructParent 605 >> Sub-delegations of authority must be documented in writing, on the FIU approved form, and provided to the Office of the General Counsel for recording in the Universitys records. << /DA (/Helv 10 Tf 0 g) /Subtype /Form /Rect [341.4 212.04 557.4 225.36] endobj /StructParent 515 /D [129 0 R /Fit] /Rect [48.6 71.88 101.76 87.24] 123 0 obj (B) Relinquishment of Powers. >> /MK << >> 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. /ExtGState << /Subtype /Form /N << /Parent 70 0 R 184 0 obj /P 134 0 R /FT /Tx /N 149 0 R /LastModified (D:20211212090914-05'00') >> /Fm1 394 0 R /0 [5001.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /P 135 0 R << /T (US State/Commonwealth or other jurisdiction) << << /Subtype /Widget Web page addresses and e-mail addresses turn into links automatically. /StructParent 537 << /Length 112 WebDelegation by trustee. /TU (Signature of Trustee) /FormType 1 /Rect [417.84 106.92 519.84 123.6] /StructParent 685 /Subtype /Widget q /Subtype /Widget f /F 4 (iv) Appointment of Successor Designated Representatives. /Ff 8388608 >> /Length 83 >> /StructParent 681 >> >> W Q /Length 34 /FT /Tx >> /P 131 0 R /FT /Btn /F 4 /F 4 /T1_1 383 0 R /TU (Signature of Trustee) 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. /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Rect [295.44 386.4 453.12 404.16] 209 0 obj 0.749023 g /T (D-2) /Rect [135.96 655.68 560.04 669] /Name /Helv 249 0 obj >> /F 4 /Off 331 0 R /On 179 0 R /PDFDocEncoding 151 0 R << >> /Subtype /Widget /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /MaxLen 3 /DA (/Helv 10 Tf 0 g) >> /DR << << /Off 301 0 R /Type /XObject >> >> /T (B) /P 136 0 R /FormType 1 >> Webplan in such a form as determined by the Trustees; 4.4.2 suspend or remove any or all of the matters delegated to the LGB; 4.4.3 suspend or remove any or all of the Governors of the relevant LGB; 4.5 The Trustees may require a governance action where: 4.5.1 the School has a deficit budget (both revenue and capital); /NumberOfPageItemsInPage 2 /PageUIDList << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Form >> endobj >> /CM3 << 160 0 obj /O /Layout /P 134 0 R /Subtype /Widget << /P 136 0 R /DA (/Helv 0 Tf 0 g) /P 131 0 R 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 /TU (day of: \(Enter 2-Digit Day\)) /Subtype /Widget /MK << << Sub-delegations are not effective until a copy of the sub-delegation has been provided to the Office of General Counsel. /PDFDocEncoding 162 0 R /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde << /StructParent 419 /Helv 146 0 R /Type /Annot /P 134 0 R /TU (Print Name of Notary Public) endstream >> /DA (/Helv 10 Tf 0 g) /Rect [83.76 296.16 291.72 309.48] /StructParent 579 stream /Type /Annot endobj /FormType 1 /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /TU (by: Insert Signer's Name, NOT Notary's Name) /DA (/Helv 10 Tf 0 g) /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /A 366 0 R Q >> endstream n /Bl 295 0 R n insert form merger provisions.. /Pages 7 0 R /StructParent 677 endobj << /StructParent 687 << /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) << /CM13 << >> /ProcSet [/PDF /Text] /T ( Agreed and Certified to this) /DA (/Helv 0 Tf 0 g) /0 [1.0 0.0 0.0 1.0 0.0 0.0] stream /FormType 1 /P 135 0 R /T ( day of_5) Subject to the provisions of subsection 15.24(a) of this Article, but notwithstanding any other provision in this trust instrument to the contrary, with respect to each trust created under this trust instrument for which a Designated Representative is then acting: (A) Role of Designated Representative. /O /Layout /F 4 /ProcSet [/PDF /Text] << /Resources << /T (MLPFS Account01_5) (Drafting Trustee Powers Considering the Duties of Loyalty, Impartiality, & Statutory Authorization for Self-Dealing), 2.4 2.7, Drafting Trusts Under the New Florida Trust Code, Fla. Bar. /TU (Signature of Notary Public) /MK << /Resources << /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. >> >> /T (Signature of Notary Public_3) >> >> /Length 116 >> /Type /Annot /FT /Btn << /DA (/Helv 10 Tf 0 g) /DR << /Encoding << /P 131 0 R >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Parent 70 0 R /P 131 0 R WebThe Trustees certify that either (1) the Trust explicitly authorizes each of the Trustees to act individually without the consent of the other Trustees; or (2) the Trustees have consented to each Trustee acting individually and without the consent of the other Trustees and that such . /FT /Tx /TU (by: Insert Signer's Name, NOT Notary's Name) /Font << /DA (/Helv 10 Tf 0 g) endobj /DA (/Helv 10 Tf 0 g) /T (MLPFS Account_1_1) /Off 178 0 R /FT /Sig >> /P 131 0 R /Resources << /ProcSet [/PDF] >> /Length 90 /DA (/Helv 10 Tf 0 g) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /BBox [0.0 0.0 12.48 12.72] /P 136 0 R /Font << /DA (/Helv 10 Tf 0 g) /Tx BMC >> >> /Type /XObject /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Encoding << >> /StructParent 512 >> /SpaceAfter 19.125 /P 134 0 R << /ZaDb 8.9925 Tf q The Signatory /DA (/Helv 10 Tf 0 g) /TU (9B. /Resources << /Font << /MK << >> << /TU (by: Insert Signer's Name, NOT Notary's Name) /F 4 /CM33 << /StructParent 609 >> /XObject << endobj /MK << /StructParent 567 >> This acknowledgement may not be used by California Notaries. >> /JS (SyncCheckboxes\(event.target\);) /Length 117 << /CS0 [/ICCBased 377 0 R] >> << /JS (SyncCheckboxes\(event.target\);) /TU (Print Name of Notary Public) . /Ff 8388608 /MK << /T ( year of_1) /P 131 0 R /Font << /StructParent 509 /F 4 /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) 133 0 obj >> /Subtype /Widget 161 0 obj >> /BBox [0.0 0.0 9.36 9.48001] /Tabs /S /StructParent 575 Previous Next Report a problem or mistake on this page >> 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k /TU (Grantor Name 1: Date of Birth including 2-Digit Month/2-Digit Day/4-Digit Year) endobj /N << q stream /StructParent 608 /TU (Signature of Notary Public) 83 0 obj >> >> /DA (/Helv 10 Tf 0 g) 0 0 12.48 12.72 re Q /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /MK << /FT /Tx /MK << /CA (4) /T1_3 396 0 R /Font << }7YNn9Mf|YST?TJW|nn nHbYw4Wf~6klgryV?yFG..{gbJi}[U&w|q1_?O;]\O:CPXY_&A|\M# upJ}bm2A`U:h. /StructParent 607 /FormType 1 /F 4 /GS1 380 0 R /N << /StructParent 666 /K 175 0 R /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): online notarization) >> /Rotate 0 /Type /XObject Q /Subtype /Widget /T1_1 384 0 R /DA (/Helv 10 Tf 0 g) 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. 174 0 obj >> 55 0 obj /TU (Please check one of the following \(REQUIRED\): Personally known or) /ProcSet [/PDF /Text] >> /FT /Tx /MaxLen 5 /MK << /BaseFont /ZapfDingbats /AS /Off /LastModified endobj endobj /ProcSet [/PDF /Text] /FormType 1 /Parent 7 0 R /Parent 71 0 R endobj /DA (/Helv 10 Tf 0 g) >> /FT /Sig >> /P 133 0 R /MK << /Length 12 /Tx BMC >> endobj >> >> Pursuant to the provisions of Section 736.1017(6) of the Florida Trust Code, a person who acts in reliance on a certification of trust without knowledge that the representations contained in the certification are incorrect is not liable to any person for so acting and may assume without inquiry the existence of the facts contained in the certification. /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /T (MLPFS Account01) >> There are also requirements for the trustees to keep the policy statement and compliance with it under review and to monitor the investment managers performance. /CA (4) >> << /P 136 0 R >> /InDesign << /Type /XObject /Length 112 /T (MLPFS Account_1_5) >> 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. /T ( by_1) /Ff 8388608 /JS (SyncCheckboxes\(event.target\);) /PageLayout /SinglePage /CropBox [0.0 0.0 612.0 792.0] >> endobj /BBox [0.0 0.0 12.48 12.72] /DA (/Helv 0 Tf 0 g) /BBox [0.0 0.0 9.36 9.48] /AA << /Ff 8388608 /O /Layout /T (MLPFS Account02_3) /MK << /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) /FT /Tx /Rect [135.96 367.32 560.04 381.96] /Length 12 /StartIndent 13.5 /T (MLPFS Account03_4) /DA (/Helv 10 Tf 0 g) /ZaDb 552 0 R /FT /Tx << /AP << Any person or entity affiliated with any party who is acting in a fiduciary capacity pursuant to this trust instrument with respect to any trust is entitled to receive from the trust a fair and just compensation for services rendered to the trust, without reduction for any other compensation paid the fiduciary, an affiliate of the fiduciary or any other person or entity. 7. 187 0 obj /N 526 0 R /Subtype /Widget /Resources << /DR << /Resources << /Subtype /Widget /BBox [0.0 0.0 9.36 9.48] >> >> /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /Subtype /Widget /N 524 0 R >> Powers of trustee attached to office. stream 76 0 obj /F 4 /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) << /T ( by_1) /StructParent 668 /StructParent 591 /Type /Page endobj 164 0 obj >> /F 4 /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /CM14 << /O /Layout /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron 0.749023 g /PDFDocEncoding 151 0 R /ProcSet [/PDF /Text] /Subtype /Widget /FT /Tx Unless otherwise restricted by the Board, the President, in turn, may delegate certain authority to the officers and employees of the university. /P 135 0 R Q /TU (Print Name of Notary Public) endobj 2.2937 2.8304 Td /MK << /LastModified (D:20211209093206-05'00') /MaxLen 2 The content displayed here is subject to our disclaimer. /ZaDb 5.6414 Tf /Subtype /Widget /FT /Tx endstream /S /JavaScript The authors offer these form provisions merely as fodder for practitioners consideration. >> /CM31 << /FT /Tx /Parent 50 0 R << /TU (C\) Agreed and Certified to this: Enter Month) >> /P 137 0 R The trust is currently \(please check as applicable\): Irrevocable) endobj >> /O /Layout /Filter /FlateDecode /ProcSet [/PDF /Text] /MK << >> /Ff 29360128 /Parent 71 0 R /TextAlign /Justify 326 0 obj /Type /XObject /Subtype /Widget >> /F 4 endobj /T1_2 384 0 R /Resources << /F 4 /TU (20: \(Enter the last 2-Digits of Year\)) /Ff 8388608 Q endobj >> /T ( Agreed and Certified to this_2) >> /S /JavaScript >> /Subtype /Form >> /Type /Annot << 271 0 obj /OriginalDocumentID /Type /Annot /FormType 1 WebA 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 /F 4 >> /Rect [112.56 71.88 203.88 87.24] /T ( State of_2) /Font << /StructParent 422 >> >> Benefits of effective delegation b. /T ( My commission expires_2) /MK << /StructParent 603 /AP << /FT /Tx /PieceInfo << /FT /Btn /FormType 1 /T ( day of) /Rect [45.96 334.56 566.04 359.76] (e) upon reasonable request, provide a qualified beneficiary with relevant information about the assets and liabilities of the trust and the particulars relating to administration; provided, however, while a trust is revocable, the Trustees duties pursuant to this Section extend only to the Settlor., (iii) to compromise and adjust claims arising out of any the policy or contract, upon terms and conditions as the Trustee, in the Trustees sole discretion, may deem best, and the decisions of the Trustee shall be binding and conclusive upon all persons beneficially interested in the trust;, Not a Fiduciary. /Type /Annot /Subtype /Form Chair of the Board of Trustees. >> >> /MaxLen 5 /AP << /P 131 0 R endobj q /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply 194 0 obj /TU (Enter type of identification) endobj endobj endobj /StructParent 516 226 0 obj /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /Type /Annot >> 93 0 obj /StructParent 616 736.0103(2) and the term investment instrument shall have the meaning ascribed such term in FS 660.25. 6. /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) 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 /T (Country of residency_04) /T (MLPFS Account01_1) /Type /XObject 1.0 4.21616 370.08] /StartIndent 15.25 endobj >> Except as provided to the contrary in this subsection or by a plan of successor Designated Representatives created pursuant to the provisions of this subsection, upon the termination and final distribution of any trust under this trust instrument (a Terminating Trust), the initial Designated Representative(s) of each new and separate trust created from such Terminating Trust (herein referred to as a New Trust) shall be those person(s) and/or entity(ies) who were serving as Designated Representative(s) of the Terminating Trust on the date of the termination and final distribution of the Terminating Trust and who are living or in existence (as the case may be) upon creation of each New Trust., Form VII-A Reimbursement for Income Tax Liability. >> /MK << /Subtype /Widget /Bl 310 0 R /AP << /FT /Tx /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron 1.0 301.32 371.88] >> /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) /Parent 70 0 R /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /S /JavaScript endobj /ZaDb 13 0 R /T ( Names of all current trustees04) /AP << << /Type /Annot >> /Tx BMC /Resources << /Type /Annot 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. /Type /XObject endobj /Fm0 385 0 R /Subtype /Form /TU (Please check one of the following \(REQUIRED\): Personally known or) /P 129 0 R /GS0 378 0 R endobj /Ff 8388608 << /Font << BT /ProcSet [/PDF] The power to appoint successor Designated Representatives granted pursuant to the provisions of this subsection may be completely and irrevocably released at any time with respect to any one (1) or more trusts by an instrument in writing signed by the holder of the power and delivered to the then acting individual Trustee and to each party on the list contained in subsection 15.24(b)(iv) of this Article, and if there is no acting individual Trustee, to the beneficiary of the trust with respect to which the release relates. Appointment of Portfolio Manager The Trust hereby retains Portfolio Manager to provide the investment services set forth herein and Portfolio Manager agrees to accept such appointment. /DA (/Helv 10 Tf 0 g) 280 0 obj endobj /Resources << /F 4 /Type /Annot endstream /CS0 [/ICCBased 377 0 R] /DA (/Helv 10 Tf 0 g) >> /0 [255.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 >> << /Ff 29360128 >> /0 [5001.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 kb_`")"P1QiVB*TPj"F bQ{I8$Xvu0N#a09Fk #)e >> /N << /MK << /MK << << /TU (6\) Trustee 3 initials: If applicable, all current trustees must initial in spaces provided) /Rect [68.76 272.88 144.72 287.52] A determination of whether any insurance contract is or remains a proper investment; 3. 300 0 obj >> /BBox [0.0 0.0 12.48 12.72] /F 4 /Fm1 394 0 R /CA (4) << /Helv 152 0 R /LineHeight 13.5 >> /AS /Off /TextIndent -15.25 /Rect [450.6 379.44 558.6 392.76] >> /Off 346 0 R /Parent 71 0 R /EndIndent 299.5 /JS (SyncCheckboxes\(event.target\);) >> /Font << 0 0 12.48 12.72 re Q /Rect [322.8 574.2 342.84 588.84] Lines and paragraphs break automatically. /ZaDb 8.9925 Tf /Resources << /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /F 4 /MK << (ix) Successor Designated Representatives. /Length 112 /MaxLen 5 /MK << /On 292 0 R << /MK << /DA (/Helv 10 Tf 0 g) /ProcSet [/PDF] /FormType 1 >> H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 /O /Layout << /Length 83 << /DR << 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.
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