stream endobj endstream ET /GS0 378 0 R /P 133 0 R << /A 354 0 R 257 0 obj /Tx BMC /Rect [136.92 366.36 558.12 384.12] >> Approval and Signature Authority General Delegation for Routine Contracts Contracts for which approval is not limited to the Board of Trustees under Section 4409.3 and that are not << /DR << /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Rect [83.76 296.16 291.72 309.48] 51 0 obj >> /TextAlign /Center /Type /Annot /Resources << << /Font << 89 0 obj /Type /Page 343 0 obj /P 135 0 R Powers of trustee attached to office. /TrimBox [0.0 0.0 612.0 792.0] f << 736.0802(5)(e)(2), authorizes any Corporate Trustee to invest in any investment instrument owned or controlled by such Corporate Trustee or its affiliate and to engage any affiliate to render services to such trust, provided such Corporate Trustee, subject to the other provisions of this trust instrument (including Section 15.9 of Article XV hereof relating to waiver of the prudent investor rule), 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>> >> endstream >> /Rect [220.967 304.171 297.047 318.931] /Subtype /Widget /TU (9B. /MK << /StructParents 662 /Font << >> << 92 0 obj /Length 88 /Rect [409.92 71.88 463.08 87.24] In the exercise of the power to designate successor Designated Representatives of the trusts held pursuant to this trust instrument, different successor Designated Representatives may be designated or appointed for each or any trust. >> /StructParent 611 /T (Signature of Trustee_11) /Lang (en-US) /FT /Btn endstream 26 0 obj << /Resources << Registered in England and Wales. 131 0 obj /Subtype /Form /Ff 8388608 /PDFDocEncoding 151 0 R >> /Rect [178.8 148.68 280.8 165.36] /P 137 0 R /F 4 >> /ProcSet [/PDF] /StructParent 573 >> << endobj >> >> /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron n /PDFDocEncoding 151 0 R >> >> /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) /P 131 0 R >> /Ff 8388608 /ProcSet [/PDF] endobj >> endobj /BBox [0.0 0.0 12.48 12.72] 1.0 4.21616 370.08] 11 0 obj 111 0 obj /Ff 8388608 217 0 obj >> /BleedBox [0.0 0.0 612.0 792.0] /P 137 0 R 152 0 obj /DA (/Helv 10 Tf 0 g) /Rect [159.12 674.64 267.12 687.96] /FT /Tx >> /T ( Agreed and Certified to this_3) /ZaDb 518 0 R /StructParent 680 /Subtype /Form endstream /TU (B\) Agreed and Certified to this year of: Enter 4-Digit Year) /Parent 71 0 R /N << /F 4 128 0 obj /ProcSet [/PDF] >> /FormType 1 >> /Encoding << /ExtGState << (ii) Waiver of Duty to Determine Appropriate Place of Administration. /ProcSet [/PDF /Text] /DA (/Helv 10 Tf 0 g) /P 134 0 R >> /T1_1 384 0 R /ZaDb 556 0 R /P 133 0 R /TU (9B. /On 342 0 R >> endstream /DA (/Helv 10 Tf 0 g) /StructParent 705 /StructParent 609 /EndIndent 20.75 /Ff 29360128 >> endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /NumberOfPageItemsInPage 2 /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /N << /Type /Font >> /Ff 8388608 116 0 obj >> /Resources << /Type /Font /N 160 0 R << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /FT /Tx /On 297 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /DA (/Helv 0 Tf 0 g) >> W /FT /Tx /FT /Tx Trustee Certifcation Form - Merrill >> /ProcSet [/PDF /Text] /D << /T (Signature of Trustee_7) /FT /Tx endobj /Font << >> >> /JS (SyncCheckboxes\(event.target\);) endobj /Resources << /T (Phone) /T ( State of) /MaxLen 3 157 0 obj /Subtype /Widget /StructParent 463 /Subtype /Form >> 0 0 Td /N << /TU (Enter type of identification) /Subtype /Widget /Rect [48.6 71.88 101.76 87.24] >> >> /N 149 0 R /BBox [0.0 0.0 12.48 12.72] /Subtype /Type1 219 0 obj /D << 0.749023 g /Rect [405.84 282.12 509.76 295.44] /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /0 [1.0 0.0 0.0 1.0 0.0 0.0] << /Type /Annot >> 273 0 obj >> /TU (Signature of Trustee #2) >> 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 /Subtype /Widget 203 0 R 204 0 R 205 0 R 206 0 R 207 0 R 208 0 R 209 0 R 210 0 R 211 0 R 212 0 R /Subtype /Widget /P 131 0 R /FT /Btn /Ff 8388608 /Subtype /Widget /P 134 0 R /S /JavaScript /FormType 1 10 0 obj 363 0 obj >> /Rect [63.6145 586.56 203.535 601.32] >> /MK << 1.0 4.21616 370.08] /FormType 1 /Type /Annot /StructParent 606 /Subtype /Widget /Resources << 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 Delegation /On 357 0 R /ExtGState << Decisions cant be made at meetings unless a quorum is present, that is two trustees or the number nearest to one-third of the total number of trustees - whichever is the greatest. /NumberOfPageItemsInPage 2 /Ff 29360128 /Helv 163 0 R endobj /MK << endobj /Subtype /Widget >> >> /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply (ix) Successor Designated Representatives. << /AS /Off endobj /TrimBox [0.0 0.0 612.0 792.0] /T1_2 384 0 R /P 137 0 R /FT /Tx /Helv 152 0 R /MK << /DA (/Helv 10 Tf 0 g) 0 0 12.48 12.72 re 106 0 obj >> /Subtype /Widget /Ff 8388608 << /PageUIDList << 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 /Parent 71 0 R /JS (SyncCheckboxes\(event.target\);) /P 133 0 R /Off 184 0 R /Subtype /Form >> << /Length 12 /CA (4) >> /Resources << /MaxLen 3 /P 137 0 R /F 4 << Delegation of Authority /ProcSet [/PDF /Text] >> /Ff 8388608 >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Rect [54 563.28 182.04 576.48] /P 134 0 R 266 0 obj << >> 39 0 obj /OriginalDocumentID /MaxLen 2 /F 4 Each of these two forms of delegation has common law rules, which have been significantly extended by statute, in recognition of the need for trustees to have clear powers to delegate in the interests of the smooth running of their trusts. /MaxLen 5 155 0 obj >> 211 0 obj /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /Ff 8388608 /Type /Page /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> /Subtype /Widget >> >> >> >> /BBox [0.0 0.0 12.48 12.72] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] n /P 137 0 R >> endobj /P 134 0 R /FT /Tx /Subtype /Widget 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. /Type /Annot /F 4 >> /GS2 379 0 R /T (2B2 - Date of Birth_1) /DR << /Rect [54 173.76 306 188.4] 218 0 obj >> /Ff 29360128 /Rect [482.88 285.6 495.36 298.32] /ProcSet [/PDF] 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). /TU (Notary Acknowledgement: County of \(Enter County\)) /S /JavaScript /P 137 0 R /StructParent 688 /T (D) >> >> >> >> >> /Parent 70 0 R /Font << /AP << ET /T (Type of identification) >> Delegation of Authority /F 4 /Subtype /Widget /StructParent 641 /F 4 /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> Indiana Code 30-4-3.5-9. /Subtype /Widget stream /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) >> 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 /DA (/Helv 10 Tf 0 g) Web page addresses and e-mail addresses turn into links automatically. >> /BBox [0 0 252 14.64] /ProcSet [/PDF] /Type /XObject >> /N 526 0 R /Type /Annot /O /Layout Enter to open, tab to navigate, enter to select, Practical Law Standard Document w-001-8732, https://content.next.westlaw.com/practical-law/document/Ia3d88ac5fce711e598dc8b09b4f043e0/Delegation-of-Authority-Form?viewType=FullText&transitionType=Default&contextData=(sc.Default). 8.6597 TL /P 137 0 R /BBox [0.0 0.0 12.48 12.72] 248 0 obj << /Parent 7 0 R >> /PieceInfo << 8.6597 TL q /Ff 8388608 endobj /MediaBox [0.0 0.0 612.0 792.0] >> /NumberofPages 1 >> /Ff 8388608 /DR << /StructParent 600 /Font << Amanda Edwards TEP is an Associate in the Private Client and Tax department at Boodle Hatfield LLP. /Ff 29360128 >> /Ff 8388608 /DA (/Helv 10 Tf 0 g) /FT /Tx /PageUIDList << 1.0 301.32 371.88] /ProcSet [/PDF] >> /Ff 8388608 /DA (/Helv 0 Tf 0 g) f /AP << /FT /Btn /Type /Annot /Rect [298.32 106.92 400.32 123.6] /P 134 0 R >> q /Subtype /Form /ProcSet [/PDF] /FT /Tx /Type /XObject >> /TU (Enter type of identification) /S /JavaScript /MK << /ProcSet [/PDF /Text] /P 135 0 R /Font << /Type /Encoding /Type /Annot << /FT /Tx /Ff 8388608 >> 312 0 obj it needs to decide which other matters it will make decisions about and which it can and will delegate. 276 0 obj << /CM20 << /Parent 70 0 R stream /ZaDb 554 0 R /Rect [54 201.84 306 216.48] /Ff 8388608 /FT /Btn /FT /Sig /O /Layout >> /Subtype /Widget >> /F 4 /Off 301 0 R /StructParent 630 /MK << /AA << Trustee purchasing stock, bond or securities of self, affiliate, etc. /AP << /Subtype /Widget /Type /Annot >> /PageTransformationMatrixList << >> endobj /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) << /LastModified (D:20211212090914-05'00') endobj /Ff 29360128 /Type /XObject << /Ff 8388608 /F 4 246 0 obj /MK << endobj endobj /O /Layout /Type /Annot << /MK << >> /BBox [0.0 0.0 9.36 9.48001] << 187 0 obj /On 333 0 R /Subtype /Widget /MaxLen 3 endobj /Type /Font 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 /DA (/Helv 10 Tf 0 g) /JS (SyncCheckboxes\(event.target\);) /F 4 /Type /Annot /ZaDb 556 0 R /FormType 1 /MaxLen 4 /ZaDb 8.9925 Tf /ProcSet [/PDF /Text] >> /Type /Annot /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /Resources << /PageWidthList << /Subtype /Widget /Subtype /Widget /Encoding << /MaxLen 5 /P 137 0 R /FT /Tx /FormType 1 << >> >> /Subtype /Widget >> /On 180 0 R >> /DA (/Helv 10 Tf 0 g) /FT /Tx >> >> /Subtype /Widget << /On 186 0 R /N 165 0 R /Type /XObject /Parent 70 0 R /F 4 /FT /Tx /Ff 29360128 >> >> (4) Tj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MediaBox [0.0 0.0 612.0 792.0] /F 4 >> Signature date and notary date must be the same: State of \(Enter State\)) /CM23 << In contrast to collective delegation, an individual trustee may delegate the execution and exercise of all the trusts, powers and discretions vested in him as trustee by statute or by the trust instrument, under s25 Trustee Act 1925 (TA 1925), except for the power of delegation under s25 itself. << >> 0 0 9.36 9.48 re << << /D << /Type /Font << 25 0 obj /ProcSet [/PDF] /FT /Sig /K 173 0 R /T ( Signed and sworn to or affirmed before me this) /F 4 /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) h[ks7+I7j*UJ$XH I um*f endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /StructParent 454 /Ff 8388608 /Type /Annot >> ET >> (4) Tj Cotrustees - Powers and liabilities. 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powers conferred on the Designated Representative pursuant to the provisions of this subsection may be relinquished at any time or from time to time by the Designated Representative by notice in writing delivered to the Trustee of the trust to which such release relates. /NumberofPages 1 /Subtype /Widget /FT /Tx /Ff 29360128 /Type /XObject /T1_0 382 0 R /Subtype /Widget /ExtGState << endobj /Ff 8388608 >> endobj /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /N 523 0 R q /Subtype /Form >> /F 4 /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /DA (/Helv 0 Tf 0 g ) >> /AP << /T ( year of) /Length 83 >> << 0.749023 g /P 134 0 R ET /Font << /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute >> /ordmasculine 188 /onequarter 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provisions of F.S. /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /T (H-2) /StructTreeRoot 8 0 R Appointment of Trustees (A) The power of appointing new trustees shall be vested in the Issuer but a trustee so appointed must in the first place be approved by the Borrower and subsequently by an Extraordinary Resolution or Written Resolution. endobj endstream /PDFDocEncoding 151 0 R /Rotate 0 /Subtype /Form /ZaDb 550 0 R /MaxLen 3 /P 136 0 R >> stream /Subtype /Type1 endobj /LastModified >> >> /F 4 endstream /Subtype /Widget << /Length 36 /P 133 0 R /Resources << /T (MLPFS Account01_1) Note that the following form is for a Revocable Trust: 15.24 Special Representation Provisions. endobj endobj stream << /MaxLen 5 455 0 R 456 0 R 457 0 R 458 0 R 459 0 R 460 0 R 461 0 R 462 0 R 463 0 R 464 0 R /Bl 325 0 R /MK << /A 334 0 R /FT /Tx /Subtype /Widget >> /Subtype /Widget stream /Subtype /Widget /On 363 0 R /igrave /iacute /icircumflex /idieresis 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362.88 15.9438 368.88 1.0 0.0 0.0 >> >> /Subtype /Widget >> endobj /StructParent 735 /MK << /Bl 295 0 R /LineHeight 13.5 << << >> /MK << endobj /DA (/Helv 10 Tf 0 g) endobj /LastModified (D:20211212090914-05'00') << /Type /Annot /Rect [341.4 214.44 557.4 229.08] endobj >> << >> /StructParent 690 endobj As a general rule, a trustee may not delegate discretionary functions to an agent, because those responsibilities were appointed to the trustee by the grantor. endobj /On 179 0 R /Font << endobj << /PDFDocEncoding 162 0 R 74 0 obj >> /Subtype /Widget /TU (day of: \(Enter 2-Digit Day\)) >> /O /Layout /FT /Tx endobj /FT /Tx 8.6597 TL endstream /Rect [135.96 362.64 560.04 380.88] >> Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. << /Helv 146 0 R /Font << /T (Signature of Trustee_10) endstream /AP << /StructParent 737 /0 221 /JS (SyncCheckboxes\(event.target\);) >> /Ff 29360128 /StructParent 640 /ProcSet [/PDF] /MaxLen 5 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. Delegation of functions by trustee 340 0 obj EMC endobj /Rect [409.92 71.88 463.08 87.24] >> q >> endobj H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /ZaDb 557 0 R << << /Rect [155.64 512.88 168.12 525.6] /F 4 /MK << >> >> endstream /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Length 10 /LineHeight 15.5 /N 537 0 R /SpaceAfter 9 This acknowledgement may not be used by California Notaries. /T ( year of_4) endobj /Rect [159.12 386.4 267.12 401.04] /SpaceAfter -15.5 /StructParents 670 >> /Type /Annot /F 4 endobj >> /Font << >> endstream >> /ZaDb 551 0 R >> /LastModified 27 0 obj /P 134 0 R /Font << 40 0 obj /CropBox [0.0 0.0 612.0 792.0] /AA << /MK << >> /Helv 152 0 R A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /Rect [65.88 583.32 231.12 601.08] >> /FT /Sig /Resources << /FT /Tx 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. << /RoleMap 143 0 R >> /Rotate 0 /T ( day of_6) /PageItemUIDToLocationDataMap << >> /S /JavaScript 184 0 obj /F 4 Delegation of Signature Authority /FT /Btn /Helv 152 0 R /ZaDb 8.9925 Tf /MK << /MaxLen 3 endobj https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. /StructParent 613 /SpaceAfter 16 endobj /Ff 8388608 /DA (/Helv 0 Tf 0 g) /Ff 8388608 >> 0.749023 g /ZaDb 13 0 R /S /JavaScript 234 0 obj /S /JavaScript /StartIndent 237.125 /Ff 8388608 >> /P 129 0 R /Rect [112.56 71.88 203.88 87.24] 108 0 obj >> /JS (SyncCheckboxes\(event.target\);) 193 0 obj /BleedBox [0.0 0.0 612.0 792.0] /CA (4) /T ( County of_2) >> /Filter /FlateDecode /Ff 8388608 >> /Subtype /Widget endobj >> 259 0 obj /Font << /DocumentID /MK << 316 0 obj >> /TrimBox [0.0 0.0 612.0 792.0] >> /FormType 1 /Parent 7 0 R /InDesign << (i) Provisions While Designated Representative is Acting. endobj /FT /Tx to this delegation to the Board of Trustees or its Executive Committee on or before the next regularly scheduled meeting. /FormType 1 endobj /Subtype /Widget /FT /Tx /Subtype /Widget >> /Subtype /Form /T ( 20_2) >> /ProcSet [/PDF] /PDFDocEncoding 162 0 R >> endobj /On 348 0 R 107 0 obj EMC /Subtype /Form Q endobj /P 137 0 R >> /Parent 70 0 R /O /Layout 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. /Subtype /Widget /T ( State of Florida County of) ET /Type /Annot >> /FT /Tx >> 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) /JS (SyncCheckboxes\(event.target\);) /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) /LastModified (D:20211212090914-05'00') /EndIndent 324.875 /ArtBox [0.0 0.0 612.0 792.0] << endobj /Type /Annot /F 4 /Fm0 385 0 R /AA << endobj 244 0 obj to this delegation to the Board of Trustees or its Executive Committee on or before the next regularly scheduled meeting. /Resources << /PDFDocEncoding 145 0 R /FT /Tx endobj /Ff 8388608 19 0 obj /F 4 >> /Parent 70 0 R /DA (/Helv 10 Tf 0 g) >> /MK << >> >> /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 /StructParent 584 /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute 65 0 obj endobj >> >> /Type /Annot /N 14 0 R /F 172 0 R /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /DA (/Helv 10 Tf 0 g) /Resources << /StructParent 531 /MK << /Parent 70 0 R 144 0 obj /DR << /StructParent 580 /FT /Tx /Type /Catalog q /Parent 71 0 R /JS (SyncCheckboxes\(event.target\);) /FT /Sig >> /T ( personally appeared) /Subtype /Widget >> Selecting an agent; 2. endobj /CropBox [0.0 0.0 612.0 792.0] /AA << /Rect [45.96 334.56 566.04 359.76] /Font << /Type /Annot << /Type /Annot /DA (/Helv 10 Tf 0 g) /S /JavaScript << >> /Type /Annot /Resources << /TextIndent -8.74998 /S /JavaScript /Type /Annot endobj >> /P 134 0 R >> /Type /Annot /P 131 0 R /Subtype /Widget >> Ohio /Rotate 0 /S /JavaScript /Font << >> /F 4 /Font << /Parent 71 0 R /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /StructParent 700 1 1 10.48 10.72 re << 60-175.13. 113 0 obj >> << /MaxLen 2 /T ( On) /GS2 379 0 R /Bl 340 0 R /Fm1 390 0 R /GS1 380 0 R /Subtype /Widget

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