>> /Ff 29360128 121 0 obj /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 \(Enter County\)) /FT /Btn >> endstream /DA (/Helv 10 Tf 0 g) stream >> /Type /Annot >> << >> /DA (/Helv 10 Tf 0 g) 298 0 obj >> endstream /StructParent 725 /DA (/Helv 0 Tf 0 g) /MK << /StructParent 519 >> 317 0 obj /N << endstream /LastModified /Ff 29360128 /FT /Tx 226 0 obj /Type /Annot /JS (SyncCheckboxes\(event.target\);) >> /Font << /S /JavaScript /F 544 0 R /MK << 347 0 obj ET /MK << /MK << endstream /AA << /PageItemUIDToLocationDataMap << 218 0 R 270 0 R 256 0 R 273 0 R 257 0 R 258 0 R 259 0 R 260 0 R 110 0 R 115 0 R >> /P 135 0 R EMC /Subtype /Widget /PageLayout /SinglePage /Type /Annot /Ff 8388608 /Tx BMC 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. /DA (/Helv 10 Tf 0 g) /F 4 /T ( day of_5) 276 0 obj /Length 88 /Font << /Rect [54 469.56 306 482.76] >> /S /JavaScript /AP << /Rect [48.6 71.88 101.76 87.24] >> /ArtBox [0.0 0.0 612.0 792.0] >> endobj /SpaceAfter 9 323 0 obj /AA << /InDesign << /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /DA (/Helv 10 Tf 0 g) /Resources << /StructParent 483 /P 134 0 R /Resources << /Type /XObject /StructParent 683 290 0 obj /On 183 0 R endobj stream /MK << << /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /T (2B2 - Country of residency_1) >> /MaxLen 2 >> /Subtype /Form /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /T1_4 400 0 R /Subtype /Form /FT /Tx >> /MK << /Encoding << In accordance with the provisions of F.S. /DA (/Helv 10 Tf 0 g) /StructParent 711 115 0 obj << /FT /Tx /Subtype /Widget /FT /Sig /Helv 146 0 R 1 1 10.48 10.72 re BT stream >> /BBox [0.0 0.0 12.48 12.72] 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 240 0 obj 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. /Ff 8388608 >> >> >> stream << /Subtype /Widget stream /Rect [64.92 626.16 388.32 641.64] /T ( State of Florida County of) /T (2B2 - Date of Birth) 291 0 obj /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) 82 0 obj >> >> >> /DA (/Helv 10 Tf 0 g) /T1_1 384 0 R >> 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 /LineHeight 9.625 /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /LineHeight 10.75 /StructParent 513 /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. >> /DA (/Helv 10 Tf 0 g) >> << >> >> stream /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde q /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MK << /BBox [0.0 0.0 9.36 9.48001] /Encoding << << /TextIndent -9.12498 /ProcSet [/PDF] endobj /Resources << /P 137 0 R /F 4 /T (Signature of Notary Public_6) /Type /XObject /Type /Annot /T ( 20_1) /FT /Sig endobj /Ff 8388608 n delegation of authority is expressly authorized by the Trust. /StructParent 672 /P 136 0 R 1 1 10.48 10.72 re /Ff 29360128 /StructParent 532 /Type /Font >> /NumberofPages 1 endobj q /Subtype /Widget 2.9 Legal Action. /T (Signature of Trustee_9) q /O /Layout 56 0 obj /Subtype /Widget /MaxLen 5 EMC /Ff 8388608 /StructParent 703 >> >> /MK << << /Parent 71 0 R /FT /Tx >> /Subtype /Form /CA (4) /P 135 0 R /P 135 0 R 1 1 10.48 10.72 re endobj /P 137 0 R /StructParent 714 /SpaceAfter 22.875 /P 135 0 R /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /F 4 /O /Layout /FT /Sig >> 239 0 obj >> /Type /Annot /P 134 0 R TmtpY"TN!+L"b-a]524@\P -*5WQ 258 0 obj /FT /Sig >> /S /JavaScript 0 0 12.48 12.72 re /Off 356 0 R /FT /Tx /Resources << /StartIndent 15.25 /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde >> There are, however, restrictions on such delegation covering non-delegable functions, which are broadly: functions relating to the distribution of assets; decisions as to whether fees should be paid out of income or out of capital; powers to appoint trustees; and powers of delegation under any other statute. >> /Ff 29360128 >> /ZaDb 13 0 R /Subtype /Widget << << /MaxLen 2 endobj /DA (/Helv 10 Tf 0 g) /T ( County of_1) /Fm1 394 0 R 95 0 obj /Ff 8388608 /F 4 << endobj /Parent 70 0 R /Font << q /TU (Country of residency for Trustee Name 4) /ProcSet [/PDF /Text] /BBox [0.0 0.0 12.48 12.72] 289 0 obj /Type /XObject /F 4 /T1_3 396 0 R 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k /StructParent 690 /FT /Tx /ProcSet [/PDF] /F 4 /T ( If the trust was created by a will the decedents name is) /On 302 0 R /FT /Tx << /DA (/Helv 10 Tf 0 g) /StartIndent 311.125 /F 4 /TU (by: Insert Signer's Name, NOT Notary's Name) >> /TU (4. endobj /Ff 29360128 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 /Type /XObject >> 343 0 obj >> >> /Subtype /Form /StructParent 720 /Rect [64.0072 288.571 203.927 303.331] h[ks7+I7j*UJ$XH I um*f /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /FT /Tx >> /F 4 /Rect [294.0 71.88 385.2 87.24] >> /Ff 29360128 endstream /P 131 0 R /CM4 << /P 131 0 R /Parent 71 0 R /T (Signature of Trustee_3) /StructParent 698 /T (C) /Subtype /Widget Web1.4 General statutory authority to delegate was first given to trustees by the Trustee Act 1925. The rules were amended in 1971, following recommendations by the Law /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft 334 0 obj /Type /Annot /ZaDb 13 0 R /FT /Tx /O /Layout /Parent 70 0 R 1.0 4.21616 370.08] /Parent 71 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] . << >> >> /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /F 4 /MK << >> /FT /Tx >> /StructParent 722 /DA (/Helv 0 Tf 0 g) << /Title (Trustee Certifcation Form) << << >> /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /P 136 0 R /FormType 1 >> /Subtype /Form /Resources << /MK << /CropBox [0.0 0.0 612.0 792.0] >> /TU (Country of residency for Trustee Name 2) /DA (/Helv 10 Tf 0 g) << /T (Signature of Notary Public_4) >> /StructParent 611 >> /CA (4) 243 0 obj /ExtGState << endobj endstream /JS (SyncCheckboxes\(event.target\);) /Parent 71 0 R /Subtype /Widget /TU (MLPF&S Account #3: \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) 266 0 R 267 0 R 268 0 R 269 0 R 270 0 R 271 0 R 272 0 R 273 0 R 274 0 R 275 0 R /T ( year of_3) /P 136 0 R /T (Type of identification04) >> /DA (/Helv 10 Tf 0 g) /JS (AFSpecial_Keystroke\(2\);) /MaxLen 3 >> /Subtype /Widget /T (For trusts with more than one trustee only02) /DR << /Type /XObject >> endobj /Parent 71 0 R /Parent 70 0 R endobj /T (B-1) /Font << /Ff 8388608 /Type /Annot /DA (/Helv 10 Tf 0 g) /F 4 >> /Subtype /Widget /FormType 1 /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) Q >> << /ZaDb 557 0 R 19 0 obj /Ff 8388608 157 0 obj /LineHeight 13.5 /Filter /FlateDecode 270 0 obj This includes: following any specific requirements in the governing >> << /LineHeight 15.5 H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /Subtype /Form /S /JavaScript >> /AA << /Rect [292.56 687.6 420.6 702.24] /CropBox [0.0 0.0 612.0 792.0] /T (Name) This acknowledgement may not be used by California Notaries. >> /F 4 /MK << q /Rect [401.76 522.6 558.84 538.08] /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] >> /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 >> /Subtype /Widget endobj 22 0 obj /AP << /MK << /Rect [167.76 283.68 557.28 299.88] /ProcSet [/PDF] << /F 4 EMC /Type /XObject /Font << >> >> >> Q /StructParent 673 /ProcSet [/PDF] /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /T (MLPFS Account02_1) endobj >> /GS0 378 0 R >> /FT /Btn >> 168 0 obj /Encoding << /T1_0 382 0 R /Font << /TU (9B. /Rect [54.24 211.68 66.72 224.4] /FT /Tx /FT /Tx 0 0 12.48 12.72 re << >> /T (MLPFS Account_3) /DA (/Helv 10 Tf 0 g) 2.4362 3.3161 Td /BBox [0.0 0.0 12.48 12.72] 130 0 obj /Type /Annot (v) Method of Appointing Successor Designated Representatives. Q /P 134 0 R << /Resources << >> /FT /Tx endstream endobj /Resources << /Resources << /CM27 << /NumberofPages 1 /Encoding << /Type /XObject /Resources << /PieceInfo << /Name /Cour >> /Rect [342.72 245.4 434.28 261.6] /P 137 0 R >> >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /DR << /MK << >> /MK << endobj /MediaBox [0.0 0.0 612.0 792.0] /Parent 70 0 R /K 522 0 R /T (Signature of Trustee_2) /Rect [135.96 442.8 560.04 460.92] /MK << /GS0 378 0 R stream /InDesign << 259 0 obj /TU (Enter type of identification) /Parent 73 0 R /TU (Signature of Trustees requiring Notarization: \(All current trustees must sign. /Rect [54 267.96 182.04 281.28] /T ( The foregoing instrument was acknowledged before me a Notary Public this) >> /Matrix [1 0 0 1 0 0] /Subtype /Widget 241 0 obj /Ff 8388608 /Subtype /Widget /DA (/Helv 10 Tf 0 g) /Ff 8388608 endobj /T ( before me) /S /GoTo /F 4 . /Off 296 0 R /F 4 There are two quite distinct forms of delegation by trustees: collective delegation and individual delegation. /ZaDb 554 0 R >> >> << /F 532 0 R stream /ZaDb 13 0 R endobj /DR << Nominees simply have their name on the legal title to trust assets whereas custodians look after the trust assets, typically the documents or other evidence of the trustees title. endobj /S /JavaScript >> /FormType 1 /Length 0 << /Resources << /Parent 70 0 R /T ( My commission expires_2) endobj /MaxLen 4 >> /Parent 71 0 R /Length 12 /DA (/Helv 10 Tf 0 g) >> n >> << >> /Resources << /Rect [328.92 296.16 556.92 309.48] /0 [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget >> 8.6597 TL << /Matrix [1 0 0 1 0 0] /JS (SyncCheckboxes\(event.target\);) /Rect [155.64 209.28 168.12 222.0] >> /FT /Tx /TextAlign /Justify /TU (9A. /Off 301 0 R /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /D << /D << /DA (/Helv 10 Tf 0 g) /Encoding << /JS (SyncCheckboxes\(event.target\);) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /PDFDocEncoding 151 0 R 150 0 obj W /Subtype /Type1 /Matrix [1 0 0 1 0 0] /Length 12 /Length 83 /T ( personally appeared) /MK << /ZaDb 551 0 R /StructParent 594 /Filter /FlateDecode Notwithstanding the provisions of Florida Statutes 736.0108(6), the Trustee is not required to notify the qualified beneficiaries of the trust in exercising the power granted to the Trustee by this subsection. 1. When delegating in this context, the trustee must exercise reasonable care, skill, and caution in: (1) selecting an agent; (2) establishing the scope and terms of Q /Type /Annot /Type /XObject /F 4 1 1 10.48 10.72 re endobj /P 129 0 R %PDF-1.6 % >> /DA (/Helv 10 Tf 0 g) /0 [1.0 0.0 0.0 1.0 0.0 0.0] /TrimBox [0.0 0.0 612.0 792.0] >> << /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /InDesign << >> >> /PDFDocEncoding 145 0 R /F 4 /FT /Tx /AP << /StructParent 680 /DA (/Helv 10 Tf 0 g) /StructParent 529 /DA (/Helv 0 Tf 0 g) /TU (Please check one of the following \(REQUIRED\): Personally known or) /Off 361 0 R /A 324 0 R >> /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /DR << Form prohibiting use of the power granted by decanting statute: Discretionary Distributions. /P 135 0 R /PieceInfo << 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 Powers and Duties of Trustees Section 3.1 General 6 Section 3.2 Investments 6 Section 3.3 Legal Title 7 Section 3.4 Issuance and Repurchase of Shares 7 Section 3.5 Borrow Money or Utilize Leverage 7 Section 3.6 Delegation; Committees 7 Section 3.7 Collection and Payment 8 Section 3.8 Expenses 8 Section 3.9 By-Laws 8 Section 3.10 Miscellaneous Powers 8 Section 3.11 Further Powers 8 ARTICLE IV Advisory, Management and Distribution Arrangements Section 4.1 Advisory and Management Arrangements 9 Section 4.2 Distribution Arrangements 9 Section 4.3 Parties to Contract 9 ARTICLE V. Selection and Nomination of Trustees While this Plan is in effect, the selection and nomination of persons to be Trustees of the Fund who are not "interested persons" of the Fund ("Disinterested Trustees") shall be committed to the discretion of the incumbent Disinterested Trustees. endobj endobj /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Parent 72 0 R /Kids [187 0 R 188 0 R 189 0 R 190 0 R] /Encoding << /Helv 152 0 R /AS /Off endstream << /DR << >> /Font << /MaxLen 2 q << >> 0.749023 g /ZaDb 558 0 R >> >> endobj /ExtGState << /Off 346 0 R >> /PageWidthList << >> /FormType 1 /Ff 8388608 /Subtype /Widget /TU (day of: \(Enter 2-Digit Day\)) endobj >> 174 0 obj /FT /Tx /Type /Annot >> /AP << /MaxLen 4 /Type /XObject /Ff 29360128 /F 4 /P 134 0 R /StructParent 539 /T (B) /Resources << /T ( year of_1) The powers herein granted to the Appointing Person are granted to the Appointing Person individually, not in a fiduciary capacity, and the Appointing Person is not liable to any person or entity regardless of the manner in which the Appointing Person chooses to exercise (or fail to exercise) the powers.. /Count 4 << /StructParent 741 /CM33 << 5.4326 TL Q endobj H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 /LineHeight 15.5 /FormType 1 /Type /XObject /FT /Tx /Subtype /Widget /MK << >> >> /StructParent 717 /Parent 70 0 R << /PDFDocEncoding 151 0 R >> >> /MK << /K 141 0 R 511 0 R 512 0 R 513 0 R 514 0 R 515 0 R 516 0 R 517 0 R] /T ( Print Name of Notary Public) 158 0 obj /Annots [22 0 R 23 0 R 24 0 R 25 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R >> /Type /Annot endobj /Type /Annot stream /Subtype /Widget /MK << /F 4 /MaxLen 3 >> >> /Rect [409.92 71.88 463.08 87.24] /Subtype /Form >> /Font << /AP << /MK << /Type /Annot /Subtype /Widget /Rect [48.6 71.88 101.76 87.24] /FT /Tx /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde >> /BBox [0.0 0.0 12.48 12.72] (4) Tj << /ProcSet [/PDF /Text] /AA << /Tx BMC /P 137 0 R /TU (5C. /S /Document /P 129 0 R /Ff 8388608 >> /P 134 0 R 119 0 obj /T (MLPFS Account02_5) 303 0 obj /MK << /Subtype /Form /StructParent 442 /ZaDb 8.9925 Tf /T1_2 383 0 R >> endstream /Rect [158.934 541.884 266.934 555.204] /FT /Tx 250 0 obj /Subtype /Widget << /Parent 71 0 R /T1_1 383 0 R /ProcSet [/PDF /Text] /Type /Annot , with such compensation approved by the Funds Board of Trustees Edgar Database, EX-99. << /On 348 0 R /Resources << endobj 206 0 obj /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior >> /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /Type /Annot /InDesign << /AP << /MaxLen 4 /StructParent 593 /Subtype /Widget /F 4 /Subtype /Widget /Bl 295 0 R /MaxLen 4 46 0 obj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /Subtype /Widget Jane Doe, 123 Elm Street, Chicago, Illinois 60661 [(312) 987-6543], and James Smith, 456 Main Street, Chicago, Illinois 60606 [(312) 123-4567], are currently serving as the sole Co-Trustees of the Delta Trust. /Resources << /Subtype /Widget >> /Subtype /Widget /Parent 70 0 R /On 288 0 R /Parent 70 0 R /Type /Annot /Parent 50 0 R BT >> 6. /Type /Annot /Rect [65.88 583.32 231.12 601.08] endobj /ExtGState << endobj /FT /Tx WebSuccessful Delegation Page 1 March 2016 Course Objectives: 1) Identify: a. /StructParent 688 /Rect [48.6 71.88 101.76 87.24] Lines and paragraphs break automatically. Download Authenticated PDF (A) A trustee may delegate duties and powers that a prudent trustee having comparable skills could properly delegate under the circumstances. /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /JavaScript 128 0 R /Fm0 385 0 R endobj /FT /Sig 369 0 obj /ProcSet [/PDF /Text] >> /MaxLen 2 /N 524 0 R /PDFDocEncoding 151 0 R /Parent 71 0 R << /ColorSpace << 25 0 R 26 0 R 27 0 R 28 0 R 29 0 R 30 0 R 31 0 R 32 0 R 33 0 R 34 0 R /PageUIDList << 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 fiduciary capacity, and that party shall also be entitled to reimbursement from the trust estate for all reasonable expenses incurred in the management and distribution of the trust. endobj /ZaDb 8.9925 Tf 145 0 obj /Rect [65.88 282.6 231.12 300.36] H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 /On 186 0 R /DA (/Helv 10 Tf 0 g) /ZaDb 13 0 R /Subtype /Form /MaxLen 4 endobj /T ( My commission expires) /FT /Tx /DR << /ProcSet [/PDF] 104 0 obj Read more, 2023 STEP (The Society of Trust and Estate Practitioners) is a company limited by guarantee incorporated in England and Wales. 294 0 obj >> /AP << 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 367 0 obj >> /S /JavaScript endobj /TU (5B. endobj q /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) (iii) Designation of Initial Designated Representative. 227 0 R 205 0 R 235 0 R 207 0 R 208 0 R 209 0 R 210 0 R 230 0 R 211 0 R 90 0 R /On 358 0 R /F 4 /S /JavaScript /Resources << >> /Rect [45.96 334.56 566.04 359.76] /StructParent 606 /StartIndent 35.75 /P 134 0 R /Type /Annot /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis 363 0 obj 0 0 12.48 12.72 re >> >> /Type /Annot 0.749023 g f /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) /StructParent 737 /T ( Agreed and Certified to this_2) /Subtype /Form >> 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 /Length 36 >> /F 4 /TU (Notary Jurat and Affidavit Form: County of \(Enter County\)) /Helv 163 0 R /FT /Tx endstream
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