trustee delegation of authority form

/StartIndent 13.5 /Parent 71 0 R /K 549 0 R /Ff 29360128 >> /F 4 /MaxLen 5 >> /Length 90 /P 131 0 R /FT /Tx /DA (/Helv 0 Tf 0 g) 159 0 obj endobj << << /O /Layout endobj 94 0 obj /Subtype /Form /MK << << /JS (SyncCheckboxes\(event.target\);) /AP << /T ( Agreed and Certified to this) /Off 331 0 R /TrimBox [0.0 0.0 612.0 792.0] /On 185 0 R 307 0 obj >> << endobj /TU (day of: \(Enter 2-Digit Day\)) /On 318 0 R /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) <> /Ff 29360128 /DA (/Helv 10 Tf 0 g) /Type /Annot /O /Layout /TU (Enter type of identification) 0 0 Td /O /Layout /FT /Tx /PDFDocEncoding 151 0 R /F 4 /MaxLen 2 /F 4 315 0 obj /AP << >> /Rect [135.96 442.8 560.04 460.92] 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. /TU (5D. /Pages 7 0 R Among other things, the President is responsible for: /FT /Tx 8.6597 TL /StructParent 595 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 1 1 10.48 10.72 re /ProcSet [/PDF] /Type /Annot >> /P 137 0 R 205 0 obj >> 200 0 obj /F 4 endstream /BBox [0.0 0.0 12.48 12.72] endobj /Type /Annot 140 0 obj >> >> >> endobj >> /FT /Tx /F 4 >> (4) Tj stream /Type /Annot /Rect [83.8073 319.651 291.767 334.411] /T (For trusts with more than one trustee only03) /MaxLen 5 /FT /Tx >> /StructParent 423 >> /P 133 0 R >> endobj /StructParent 717 << /T (Margin transactions including short sales01) /PDFDocEncoding 162 0 R /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /P 129 0 R /FT /Tx 60-175.16. /StructParent 608 /T ( Agreed and Certified to this_2) Without notice to the qualified beneficiaries, a Trustee authorized to make distributions to or for the benefit of a beneficiary may, by an instrument in writing, signed and acknowledged by the Trustee and filed with the records of the trust, instead exercise the power by appointing all or part of the principal of the trust subject to the power in favor of a Trustee of another trust for the benefit of one (1) or more of the beneficiaries under the same trust instrument or under a different trust instrument, provided the exercise otherwise complies with the provisions of F.S. /CM6 << endobj endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /T (E-1) >> /MK << /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in California \(Please note that all fields must be completed by the Notary Public or the document will be returned\): B\) Agreed and Certified to this: Enter Month) 115 0 R 116 0 R 117 0 R 118 0 R 119 0 R 120 0 R 121 0 R 122 0 R 123 0 R 124 0 R /StructParent 462 /F 4 /Ff 8388608 0.749023 g /Ff 8388608 /CA (4) /Rect [59.28 106.92 161.28 123.6] /S /JavaScript /Type /Annot endobj endobj 0 0 12.48 12.72 re /T ( by_1) /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /DA (/Helv 10 Tf 0 g) /StructParent 530 /AP << /FT /Tx >> /K [415 0 R 416 0 R 417 0 R 418 0 R 419 0 R 420 0 R 421 0 R 422 0 R 423 0 R 424 0 R << 224 0 obj 88 0 R 81 0 R 82 0 R 83 0 R 89 0 R 84 0 R 122 0 R 85 0 R 195 0 R 196 0 R >> Delegation of functions by trustee. stream /Last 130 0 R /TU (by: Insert Signer's Name, NOT Notary's Name) >> << /Type /XObject /P 135 0 R /Rect [159.12 621.64 267.12 634.96] /Type /Catalog /On 186 0 R Q /Font << /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /FT /Tx Delegation /MK << /Subtype /Widget /P 134 0 R /Helv 163 0 R /T (Type of identification) endobj /XObject << /Rect [65.88 282.6 231.12 300.36] >> /MK << /Rect [292.44 386.4 420.48 401.04] /0 [255.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /StructParent 668 /Subtype /Widget /Font << /O /Layout /BBox [0.0 0.0 9.36 9.48001] /DA (/Helv 0 Tf 0 g) /Encoding << /StructParent 702 <> >> /ProcSet [/PDF] /FT /Tx /T1_0 382 0 R /BBox [0.0 0.0 12.48 12.72] /FT /Tx >> /Type /Annot <> 241 0 obj /OriginalDocumentID /ZaDb 552 0 R 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. /Ff 8388608 0 0 9.36 9.48 re /ProcSet [/PDF /Text] /Parent 39 0 R << 287 0 obj endobj /Type /XObject Would you like to make a difference to the lives of people in /Subtype /Widget W /Subtype /Form endobj >> n >> endobj /MarkInfo << /LineHeight 13.5 >> 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 /PDFDocEncoding 145 0 R /Type /XObject /Contents 401 0 R endobj endobj /FormType 1 261 0 obj /F 544 0 R 177 0 obj /S /JavaScript >> /T (Revocable and amendable) /StructParent 445 /Subtype /Widget /Type /Annot /F 4 /F 4 /P 136 0 R >> /S /JavaScript /MaxLen 3 /T ( year of) /Subtype /Widget /StructParent 694 413 0 R 414 0 R] /P 134 0 R >> << endstream (vii) Designated Representatives of Discretionary Trusts. /Off 321 0 R /BBox [0.0 0.0 12.48 12.72] /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Type /XObject /P 131 0 R endobj /Rect [111.6 598.32 202.8 613.68] /AP << Q /F 4 /FormType 1 /Rect [292.44 379.44 420.48 392.76] /CS0 [/ICCBased 377 0 R] endobj /Type /Annot >> << >> /P 137 0 R /TU (Country of residency for Trustee Name 4) << /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> /P 134 0 R /FT /Tx >> Sec. /F 4 209 0 obj /MK << /DA (/Helv 10 Tf 0 g) Q /StructParents 664 >> >> /ProcSet [/PDF /Text] >> Delegation of Authority /Rect [292.2 461.76 420.24 480.0] /Rect [294.0 71.88 385.2 87.24] /MaxLen 5 /ArtBox [0.0 0.0 612.0 792.0] /Type /Annot /AS /Off /LastModified endstream stream /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft endobj endobj /F 4 >> Cotrustees - Powers and liabilities. /ZaDb 5.6414 Tf /F 4 NSCC trustees elect officers | Local News | bryantimes.com 42 419-636-1111 | news@bryantimes.com | 211 W. High St., Ste. >> << endobj /F 4 /Type /XObject /Font << /Rect [401.76 522.6 558.84 538.08] /N << >> /Tx BMC /Rect [159.12 687.6 267.12 702.24] This acknowledgement may not be used by California Notaries. /0 612.0 /P 135 0 R /T (Signature of Notary Public_3) /P 136 0 R /Type /XObject /F 4 /D << /Type /Annot /0 219 /Kids [193 0 R 194 0 R 195 0 R 196 0 R 197 0 R 198 0 R 199 0 R 200 0 R 201 0 R 202 0 R >> /DA (/Helv 10 Tf 0 g) 2.4362 3.3161 Td endobj >> /StructParent 726 /CA (4) /DA (/Helv 10 Tf 0 g) << /JS (SyncCheckboxes\(event.target\);) /Type /Annot /StructParent 591 /O /Layout /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /PDFDocEncoding 151 0 R /P 136 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k >> >> /P 134 0 R Q /Rect [450.6 386.4 558.6 401.04] >> /DA (/Helv 10 Tf 0 g) /MK << /Parent 71 0 R /Rect [472.92 598.32 564.24 613.68] /T ( day of) EMC Self-Dealing by Trustee. /Resources << /Type /Metadata /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) /Helv 152 0 R /Resources << /ProcSet [/PDF] endobj Note that this form is for an irrevocable trust. >> /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /P 134 0 R /JS (SyncCheckboxes\(event.target\);) /P 131 0 R endstream /T (Signature of Notary Public_8) /PageItemUIDToLocationDataMap << << /F 4 /Rect [136.92 667.08 558.12 684.84] /TU (Signature of Trustee #4) 318 0 obj /FT /Btn /BBox [0.0 0.0 12.48 12.72] /CM20 << << /AA << /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /Type /Annot >> /Rect [88.68 161.28 378.24 178.92] /Rect [54.0 451.56 557.28 467.76] 119 0 obj /Rect [135.96 360.48 560.04 373.8] << /Length 90 endobj /S /JavaScript /FormType 1 >> << /Helv 157 0 R << /Cour 11 0 R /Name /Helv RCW 11.98.016: Exercise of powers by co-trustees. - Washington /Subtype /Form endobj If the Commission shall enter an order refusing to sustain any of the objections specified in the written statement so filed, or if, after the entry of an order sustaining one or more of such objections, the Commission shall find, after notice and opportunity for hearing, that all objections so sustained have been met, and shall enter an order so declaring, the Trustees shall transmit copies of such material to all Shareholders with reasonable promptness after the entry of such order and the renewal of such tender. /T ( Agreed and Certified to this_1) /Rect [136.8 148.56 536.76 163.2] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /FT /Sig /Subtype /Form endobj /D << << /DA (/Helv 10 Tf 0 g) stream endobj << >> /FT /Tx /Helv 152 0 R stream /Parent 70 0 R >> 193 0 obj << /T ( day of) /Font << >> /Rect [123.48 254.4 557.4 272.16] 0 0 12.48 12.72 re /F 4 /Rect [409.92 71.88 463.08 87.24] /F 4 /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /Type /Annot endobj /StructParent 444 >> >> >> /Parent 72 0 R /K 177 0 R >> /T ( Agreed and Certified to this) /T ( before me) /BBox [0 0 424.08 14.76] /Subtype /Widget 313 0 obj /T ( day of) /P 131 0 R /Rect [312.48 474.96 556.56 489.6] /MK << 0 0 Td /DA (/Helv 10 Tf 0 g) /T (MLPFS Account02) /T ( by_1) >> /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) >> /StructParent 666 /FT /Tx 1 1 10.48 10.72 re /Rect [272.421 583.32 557.2 601.08] /Subtype /Widget >> /FT /Tx endobj /Matrix [1 0 0 1 0 0] /MaxLen 4 /Font << endobj /Type /Encoding /StructParent 480 /P 137 0 R /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde >> /JS (SyncCheckboxes\(event.target\);) /Rect [294.0 71.88 385.2 87.24] >> /N 144 0 R /Type /Annot n /Type /Annot /T (MLPFS Account_1_1) >> /BleedBox [0.0 0.0 612.0 792.0] Decisions /DA (/Helv 10 Tf 0 g) /Rect [522.48 577.32 542.4 590.64] /DA (/Helv 10 Tf 0 g) /Resources << /Rotate 0 /Rect [450.36 461.76 558.36 480.0] >> /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 254 0 obj n /TU (9B. /MK << /Resources << /AP << /Encoding << /AP << << << >> >> /T ( Agreed and Certified to this_2) /P 136 0 R EMC >> << /Encoding << >> /FT /Tx /TU (Signature of Trustee) /JS (SyncCheckboxes\(event.target\);) /P 135 0 R /Ff 8388608 /TrimBox [0.0 0.0 612.0 792.0] /AP << endobj /ParentTree 142 0 R /FT /Tx /CA (4) /Type /Annot /Matrix [1 0 0 1 0 0] endobj /T (Signature of Trustee_10) /F 4 >> /StructParent 508 >> /Subtype /Form /Subtype /Widget /Subtype /Widget /F 4 /Parent 71 0 R << /FT /Tx >> <> /ZaDb 555 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Parent 71 0 R /MK <> >> Form prohibiting use of the power granted by decanting statute: Discretionary Distributions. /CM35 << /Type /Annot /Resources << >> /FormType 1 /F 4 /On 287 0 R >> 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. >> /ProcSet [/PDF] /Subtype /Form 339 0 obj /Subtype /Form /MK << endstream /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) >> /BBox [0.0 0.0 12.48 12.72] 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 /ProcSet [/PDF /Text] /DA (/Helv 10 Tf 0 g) q /DA (/Helv 0 Tf 0 g) endobj /Font << >> /DocumentID endobj >> The /Type /Annot 130 0 obj /Rect [54.0 128.76 63.36 138.24] /TU (B\) Agreed and Certified to this year of: Enter 4-Digit Year) /AP <> /P 134 0 R /T ( On) >> /Resources <> >> /P 137 0 R /T ( year of_3) /MaxLen 4 222 0 obj (ii) Provisions While No Designated Representative is Acting. /P 135 0 R /LineHeight 10.75 >> endstream /Type /Encoding /Name /Helv Professional Postgraduate Diploma in Private Wealth Advising, Russia-Ukraine conflict & associated sanctions, STEP Standard Provisions (England, Wales and Northern Ireland), STEP Employer Partnership Programme resources, Making a Complaint: Our Disciplinary Process, Urgent Applications in the Court of Protection, Last Orders: The Essential Guide to your Letter of Wishes. 1 1 10.48 10.72 re /GS0 378 0 R /BBox [0 0 424.08 18.24] 252 0 obj /P 135 0 R endobj /T1_1 383 0 R /PDFDocEncoding 166 0 R >> >> /ProcSet [/PDF] H, /Encoding << /F 541 0 R /AP << /On 347 0 R /DA (/Helv 10 Tf 0 g) 0.749023 g >> << /Subtype /Type1 /O /Layout /P 133 0 R /Type /Annot /DA (/Helv 0 Tf 0 g) >> /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) /S /Document /FT /Tx /F 4 >> /Resources << << 77 0 obj /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) >> 233 0 R 234 0 R 235 0 R] /DA (/Helv 10 Tf 0 g) >> /TU (Print Name of Notary Public) 319 0 obj /TU (Enter type of identification) /StructParent 458 /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) << endobj /CM28 << /T1_0 382 0 R >> /ZaDb 13 0 R 0 0 12.48 12.72 re >> TIAA Brokerage /Tx BMC /FT /Tx /Type /Annot /FT /Tx endobj Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: \(If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6\) \(If the Notary is in California, use page 7\) \(If the Notary is in Florida, use page 8\): B\) Agreed and Certified to this: Enter Month) /GS1 380 0 R /FT /Tx q /PDFDocEncoding 145 0 R /Parent 6 0 R << stream /F 4 /StartIndent 15.25 >> /F 4 286 0 obj /ZaDb 13 0 R /CS0 [/ICCBased 377 0 R] stream /On 333 0 R /Subtype /Form >> /Resources << 79 0 obj 32 0 obj /F 4 << /ProcSet [/PDF /Text] >> /P 133 0 R /JS (SyncCheckboxes\(event.target\);) /F 4 << >> /Font << /ProcSet [/PDF /Text] /StructParent 603 333 0 obj /Subtype /Widget /Names [(SyncCheckboxes) 368 0 R] >> << >> /StartIndent 13.5 2.4362 3.3161 Td /T ( County of_1) /BBox [0 0 424.08 14.64] /PageItemUIDToLocationDataMap << 325 0 obj endobj /StructParent 708 >> /Parent 70 0 R /FT /Tx /DR << /FT /Sig /T (MLPFS Account03) >> 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. >> 223 0 obj /T (D-2) /MK << 208 0 obj >> /P 136 0 R >> Registered Office: Artillery House, 11-19 Artillery Row, London SW1P 1RT, United Kingdom. /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /Type /XObject /ZaDb 551 0 R >> /Ff 8388608 /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /FT /Tx endobj >> /Subtype /Widget /O /Layout (c) Single Signatory. 221 0 R 233 0 R 222 0 R 223 0 R 104 0 R 105 0 R 126 0 R 224 0 R 225 0 R 271 0 R /DA (/Helv 10 Tf 0 g) << /Parent 70 0 R /Ff 8388608 /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute endstream 35 0 R 36 0 R 37 0 R 38 0 R 39 0 R 40 0 R 41 0 R 42 0 R 43 0 R 44 0 R /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) >> /DA (/Helv 0 Tf 0 g) Web(3) An individual trustee, with a co-trustee's consent, may, by a signed, written instrument, delegate any power, duty, or authority as trustee to that co-trustee. /StructParent 712 /TU (Signature of Notary Public) /ExtGState << /FT /Tx /JS (SyncCheckboxes\(event.target\);) /P 135 0 R /MK << >> /Subtype /Widget /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 /Subtype /Widget /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 /T ( Names of all current trustees03) endobj /FT /Btn Language similar to the following could be considered to authorize such investments: Corporate Trustees and Affiliated Services. /Subtype /Widget /ColorSpace << >> WebCode 117.011 (a). 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]