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trustee delegation of authority form

/T (B) /Encoding << endobj /StructParent 419 >> /FormType 1 /Type /XObject 0 0 12.48 12.72 re /FT /Tx 42 0 obj /MK << >> /Ff 8388608 /TU (Signature of Notary Public) /LineHeight 9.625 >> /JS (SyncCheckboxes\(event.target\);) endobj /StructParent 451 /FT /Tx The rules for charitable trusts are more restrictive in that no function is delegable unless expressly set out in s11(3) TA 2000. >> /Parent 70 0 R /On 298 0 R /Font << << /AP << 113 0 obj /LineHeight 15.5 /TU (6\) Trustee 3 initials: If applicable, all current trustees must initial in spaces provided) /ProcSet [/PDF] /ProcSet [/PDF] /Parent 71 0 R >> 333 0 obj WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. /OriginalDocumentID /Parent 70 0 R /Subtype /Form /LastModified (D:20211212090914-05'00') (D)(3) 4 d320217dex99d3.htm FORM OF DELEGATION AGREEMENT, Viewed December 13, 2021, View Source on SEC. /DA (/Helv 10 Tf 0 g) >> /T (For trusts with more than one trustee only03) << Delegation 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. /Rect [356.52 272.88 496.56 285.6] /FormType 1 >> /F 4 H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w >> n >> /ProcSet [/PDF] 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 /DA (/Helv 10 Tf 0 g) /P 134 0 R /Rect [272.421 583.32 557.2 601.08] /T1_1 384 0 R /FT /Tx stream >> /Type /Annot stream /T (5) q /TU (Print Name of Notary Public) endobj 158 0 obj >> /AP << 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. /P 135 0 R stream /Parent 50 0 R /P 134 0 R /T (Margin transactions including short sales03) /F 4 /Type /Annot /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Parent 70 0 R << /Rect [155.295 539.76 167.775 552.48] /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /Tabs /S /MaxLen 5 /Ff 29360128 << /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /StructParent 730 Any party who is acting in a fiduciary capacity pursuant to any trust created under this trust instrument is entitled to a fair and just compensation for services rendered in that capacity, and the party shall also be entitled to reimbursement from the trust estate for all reasonable expenses incurred in the management and distribution of the trust, all without reduction for any other compensation paid to the fiduciary, an affiliate of the fiduciary or any other person or entity. 144 0 obj /ZaDb 8.9925 Tf /F 4 >> /StructParent 644 /Helv 152 0 R << /Subtype /Widget >> /Bl 345 0 R << /FT /Sig >> /TU (5C. << >> 251 0 obj << /StructParent 609 /StyleSpan /Span /First 387 0 R /ProcSet [/PDF /Text] 191 0 obj /MaxLen 2 delegate /Resources << /BBox [0 0 424.08 18.12] 329 0 obj /P 135 0 R /MK << /Font << endstream >> << /Subtype /Widget /DA (/Helv 10 Tf 0 g) /MaxLen 2 /DA (/Helv 10 Tf 0 g) /Subtype /Form >> /P 134 0 R /PageWidthList << >> /TU (Signature of Trustee) 282 0 obj 290 0 obj /MK << >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /PageItemUIDToLocationDataMap << >> /Tabs /S /BBox [0.0 0.0 12.48 12.72] /F 4 /Contents 402 0 R /Encoding << /DA (/Helv 10 Tf 0 g) /Ff 8388608 /ProcSet [/PDF /Text] f 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. /ZaDb 557 0 R /MK << endstream /Type /Annot /Length 83 /D << /JS (SyncCheckboxes\(event.target\);) 255 0 obj >> stream /Rect [123.48 555.12 557.4 572.88] /TU (C\) Agreed and Certified to this: Enter Month) /StructParent 535 stream /O /Layout /Type /Annot /MK << /F 4 endobj endobj /DocumentID /ProcSet [/PDF] /AA << /FT /Tx >> /JS (SyncCheckboxes\(event.target\);) /ProcSet [/PDF] /Type /Annot /Annots [26 0 R 94 0 R 27 0 R 95 0 R 228 0 R 214 0 R 232 0 R 215 0 R 216 0 R 217 0 R /MK << /Resources << /PageTransformationMatrixList << /BaseFont /Helvetica /Font << /StructParent 584 /FT /Tx /FT /Tx /Resources << >> /Type /Annot /Helv 157 0 R /T ( day of_6) /FT /Tx /Rect [474.0 71.88 565.2 87.24] /Rect [409.92 71.88 463.08 87.24] /T (B-2) /Filter /FlateDecode WebStep 1: You can choose the orange "Get Form Now" button at the top of the following website page. /Type /Annot /P 134 0 R /Type /Annot /MK << /FormType 1 /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /F 4 /Font << << /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /ZaDb 13 0 R /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute >> 223 0 R 224 0 R 225 0 R 226 0 R 227 0 R 228 0 R 229 0 R 230 0 R 231 0 R 232 0 R /StructParent 714 >> /BBox [0.0 0.0 12.48 12.72] /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron endstream /P 134 0 R endobj /ArtBox [0.0 0.0 612.0 792.0] >> >> 85 0 obj /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Rect [159.222 699.109 267.222 713.869] /PageUIDList << >> /0 612.0 /DA (/Helv 0 Tf 0 g) >> 60-175.16. /Ff 8388608 endobj /P 129 0 R >> /Parent 70 0 R /F 4 /Subtype /Widget >> >> /DA (/Helv 10 Tf 0 g) Individual delegation happens when an individual trustee, who is unable to act for a period (perhaps because of absence abroad), delegates his powers and discretions to another. /PDFDocEncoding 162 0 R /ZaDb 553 0 R /K 529 0 R endobj /T (C-1) /MK << >> /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 >> /DA (/Helv 10 Tf 0 g) /Subtype /Widget q << /Type /Annot /TU (Please check one of the following \(REQUIRED\): Personally known or) /Subtype /Widget /Rect [65.88 583.32 231.12 601.08] /Length 83 >> /FormType 1 /P 135 0 R These form provisions do not constitute tax advice Trusts & Estates magazine and should not be treated as such. /StructParent 600 /Font << 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. endobj /JS (SyncCheckboxes\(event.target\);) >> The trust is governed by the law of: \(Enter US State/Commonwealth or other jurisdiction\)) /F 4 /F 4 /FormType 1 endobj /FT /Tx >> /FT /Tx /StructParent 532 /PDFDocEncoding 151 0 R >> >> 227 0 obj /Subtype /Form >> << 0.749023 g /F 4 /Type /Annot /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 f /ProcSet [/PDF] /CA (4) /N 539 0 R /ZaDb 13 0 R /CA (4) /P 137 0 R >> /ExtGState << 97 0 obj /S /JavaScript /Subtype /Widget /DA (/Helv 10 Tf 0 g) /Resources << /Parent 70 0 R /On 327 0 R /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /MK << 268 0 obj /Subtype /Widget >> /FormType 1 endobj /Matrix [1 0 0 1 0 0] 166 0 obj /AP << /Matrix [1 0 0 1 0 0] /FormType 1 /Parent 71 0 R /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash << ET /F 4 /Parent 70 0 R /A 309 0 R /Subtype /Widget /LineHeight 15.5 80 0 obj /AA << /T (Margin transactions including short sales02) stream /Helv 152 0 R /StructParent 526 /FT /Tx 1.0 4.21616 370.08] /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /Rect [398.28 652.8 560.4 666.84] /MK << /Parent 70 0 R << /ZaDb 552 0 R >> /BBox [0.0 0.0 9.36 9.48] /P 129 0 R 161 0 obj /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /XObject << /TU (5B. 319 0 obj /Subtype /Widget /TextIndent -15.25 >> endobj /T (C) /T ( Agreed and Certified to this_4) endobj /StructParent 646 /DocumentID >> /Encoding << /TU (9A. /MaxLen 3 /Subtype /Widget Written notice must be given within seven days of delegation to each of the other trustees. /MK << /Filter /FlateDecode Mandatory State Law Provisions. /FormType 1 >> /0 [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget /BBox [0.0 0.0 100.0 100.0] /StartIndent 19.5 >> /DR << /Length 90 /DA (/Helv 10 Tf 0 g) /StructParent 461 /F 4 /F 4 << >> /Font << >> /JS (SyncCheckboxes\(event.target\);) /Length 12 >> >> q >> 141 0 obj /S /JavaScript /Type /Annot 2. >> >> /Subtype /Widget >> /T ( On) 29 0 obj /Type /XObject /ExtGState << (ii) Waiver of Duty to Determine Appropriate Place of Administration. 160 0 obj /DA (/Helv 10 Tf 0 g) << /StructParent 592 /F 4 /Subtype /Type1 Limitation of Powers The Trust is constituted solely for the purpose of making the investment in the Equipment Notes, and, except as set forth herein, the Trustee shall not be authorized or empowered to acquire any other investments or engage in any other activities and, in particular, the Trustee shall not be authorized or empowered to do anything that would cause such Trust to fail to qualify as a "grantor trust" for federal income tax purposes (including as subject to this restriction, acquiring any Aircraft (as defined in the respective Indentures) by bidding such Equipment Notes or otherwise, or taking any action with respect to any such Aircraft once acquired). 230 0 obj /DA (/Helv 10 Tf 0 g) endstream >> /Subtype /Widget /FT /Tx /Subtype /Widget /T ( Agreed and Certified to this_1) >> << /StartIndent 8.875 0 0 12.48 12.72 re << /FT /Sig >> /P 129 0 R /Subtype /Type1 /AA << /ProcSet [/PDF /Text] /Subtype /Widget /Ff 8388608 /ProcSet [/PDF /Text] /Encoding << >> /MK << /Font << stream /Type /XObject /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 >> /TU (Country of residency for Trustee Name 1) /Length 12 /Encoding << endobj /Rect [83.76 296.16 291.72 309.48] /StructParent 450 /Resources << /F 528 0 R >> /AP << /BBox [0.0 0.0 12.48 12.72] 75 0 R 76 0 R 77 0 R 78 0 R 79 0 R 80 0 R 81 0 R 82 0 R 83 0 R 84 0 R /DA (/Helv 10 Tf 0 g) endobj /Length 83 187 0 obj >> In accordance with this division, a trustee shall exercise reasonable care, skill, and caution in doing all of the following: /FT /Tx /StructParent 672 >> /MaxLen 2 >> /BBox [0.0 0.0 12.48 12.72] /T ( day of_7) /DR << >> /N 535 0 R /P 136 0 R >> endstream /DA (/Helv 0 Tf 0 g ) /Length 112 /Font << /StructParent 590 /Length 83 /Subtype /Form /Rect [170.16 272.88 310.2 287.52] >> >> /T (Address) 28 0 obj 256 0 obj >> /Length 36 /Rotate 0 /PageItemUIDToLocationDataMap << /MK << /Subtype /Widget /F 4 >> /Font << /Subtype /Widget /Ff 8388608 /F 4 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << endobj /TU (Enter type of identification) /Tabs /S EMC /N 536 0 R << endobj /EndIndent 324.875 /FT /Tx endobj /Rect [322.8 272.88 342.84 287.52] /P 134 0 R /TU (by: Insert Signer's Name, NOT Notary's Name) /ProcSet [/PDF /Text] /Type /XObject stream /CA (4) During any period or periods that no Designated Representative is acting with respect to the trust, the Trustee shall provide the accountings and notices to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article, to the qualified beneficiaries of the trust. /AS /Off /F 4 % endstream /FT /Tx << /FT /Tx >> >> /Ff 8388608 /S /JavaScript /On 183 0 R /Ff 8388608 /PDFDocEncoding 151 0 R 316 0 obj >> /F 4 >> >> /F 4 /On 317 0 R /Ff 8388608 /AS /Off /TU (A\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /PieceInfo << >> >> << endobj /ProcSet [/PDF] 179 0 obj >> 320 0 obj /F 4 /Type /Annot >> 236 0 obj /P 133 0 R 46 0 obj 199 0 obj /Rect [450.84 381.72 558.84 399.96] 32 0 obj /ColorSpace << Q /F 4 >> /TU (by: Insert Signer's Name, NOT Notary's Name) /BBox [0.0 0.0 12.48 12.72] /StructParent 512 425 0 R 426 0 R 427 0 R 428 0 R 429 0 R 430 0 R 431 0 R 432 0 R 433 0 R 434 0 R /StructParent 521 >> >> delegation Every officer or committee shall, in the exercise of the power so delegated, comply with any restrictions that may be imposed on them by the member(s). /F 548 0 R >> /Ff 8388608 /FormType 1 /ProcSet [/PDF] /F 4 /Ff 8388608 b.The trustee shall exercise reasonable care, skill, and caution in: (1)selecting an agent; /Type /Annot /Subtype /Form /MK << This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. /DA (/Helv 10 Tf 0 g) ET << >> /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute >> /Font << /P 134 0 R /Type /Annot 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 /F 4 endobj /Rect [54.0 128.76 63.36 138.24] >> /TU (Signature of Trustee) /NumberofPages 1 /Length 10 /Subtype /Form This acknowledgement may not be used by California Notaries. /MaxLen 5 /MK << /Rect [68.76 272.88 144.72 287.52] >> Q /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron >> /MaxLen 2 >> The drafter could consider language similar to the following with respect to employment of agents: (n) to employ persons, including, but not limited to, attorneys, accountants, investment advisors, or agents, even if they are the Trustee, an affiliate of the Trustee, or otherwise associated with the Trustee, to advise or assist the Trustee in the exercise of any of the Trustees powers and to pay reasonable compensation and costs incurred in connection with such employment from the assets of the trust; to act without independent investigation on their recommendations; and, instead of acting personally, to employ one or more agents to perform any act of administration, whether or not discretionary; and to do all of the foregoing without notice to the qualified beneficiaries of such trust. /TU (9B. /Length 114 endobj /Parent 70 0 R /GS0 378 0 R /CA (4) 289 0 obj /F 4 /P 129 0 R endobj /FT /Tx /StructParent 641 >> >> /PDFDocEncoding 156 0 R endobj /Ff 8388608 << 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. 197 0 R 20 0 R 240 0 R 241 0 R 242 0 R 248 0 R 243 0 R 244 0 R 21 0 R 80 0 R endobj /Off 316 0 R /Length 12 >> /Resources << /FT /Btn /Subtype /Widget 364 0 obj /DA (/Helv 10 Tf 0 g) >> /FormType 1 /Bl 320 0 R >> /BleedBox [0.0 0.0 612.0 792.0] endstream /Subtype /Widget /AA << << /T ( Agreed and Certified to this) /ProcSet [/PDF /Text] /T (Signature of Trustee_11) /Subtype /Form /Helv 146 0 R /FT /Tx /Length 112 f /Parent 70 0 R /AP << /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. >> endobj /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /Matrix [1 0 0 1 0 0] /Rect [136.8 174.72 540.84 189.36] >> /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Type /XObject /DA (/Helv 10 Tf 0 g) /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute << ET /LineHeight 14 /Type /Annot >> endobj /Font << /Subtype /Form /Parent 71 0 R /Encoding << /ProcSet [/PDF] >> /Encoding << /Ff 8388608 << /P 136 0 R >> /FT /Tx /DA (/Helv 10 Tf 0 g) endstream >> >> n /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity01) /Subtype /Widget /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /DR << /Helv 146 0 R /Rect [292.92 598.32 384.24 613.68] n /FT /Tx /Subtype /Widget /CM16 << endobj /ProcSet [/PDF] /Type /Page /F 4 Margin transactions 1 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)

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trustee delegation of authority form