/F 4 << /Type /Page /TU (Signature of Trustee #3) q >> /0 612.0 /TU (by: Insert Signer's Name, NOT Notary's Name) q /Parent 71 0 R /AP << >> << << << /F 4 /ZaDb 8.9925 Tf >> /ParentTree 142 0 R /StartIndent 9.125 0.749023 g /MaxLen 4 There are two quite distinct forms of delegation by trustees: collective delegation and individual delegation. /Resources << 435 0 R 436 0 R 437 0 R 438 0 R 439 0 R 440 0 R 441 0 R 442 0 R 443 0 R 444 0 R /MaxLen 4 >> endobj q (iii) Transfer of Principal Place of Administration. >> /P 133 0 R << >> /BBox [0.0 0.0 12.48 12.72] << /AA << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /MK << stream /Encoding << /BBox [0.0 0.0 12.48 12.72] >> /LineHeight 15.5 endobj 72 0 obj /DA (/Helv 10 Tf 0 g) << /Fm1 394 0 R 8.6597 TL /Type /Annot /ZaDb 13 0 R /GS1 379 0 R /Resources << /F 4 /StructParent 676 /Type /Annot endobj stream /FT /Tx >> /Ff 8388608 f /Rect [65.88 282.6 231.12 300.36] /T1_2 399 0 R /PDFDocEncoding 162 0 R /FT /Tx /ProcSet [/PDF] << << /Ff 8388608 736.0802(5). >> n endobj >> /StructParent 509 /StructParent 666 /ColorSpace << endobj /Parent 70 0 R /TextIndent -13.5 << >> /StructParent 717 /ProcSet [/PDF] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << >> 208 0 obj /Subtype /Form 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. California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary or State website: State of Florida, County of \(Enter County\)) 102 0 obj /ZaDb 5.6414 Tf /Subtype /Widget /N << EMC /F 4 << /FT /Tx /F 4 << /Subtype /Widget /Ff 29360128 >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /Names [(SyncCheckboxes) 368 0 R] Lines and paragraphs break automatically. /ZaDb 13 0 R W >> /N 523 0 R /Type /Annot endobj endobj /Resources << 1.0 4.21616 370.08] /Ff 8388608 /Type /Annot endstream >> /DA (/Helv 10 Tf 0 g) EMC /ProcSet [/PDF /Text] /StructParent 722 /MK << /ProcSet [/PDF /Text] endobj >> /Type /Annot /MK << >> 61 0 obj << /Type /Annot /MK << /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft 83 0 obj /GS1 380 0 R /ProcSet [/PDF] >> /DA (/Helv 10 Tf 0 g) /StructParent 601 >> /Tx BMC /DA (/Helv 10 Tf 0 g) /MaxLen 4 2.4362 3.3161 Td /0 203 /CM10 << /Subtype /Form /Rect [64.92 678.72 388.32 694.2] The Trustee may provide the accountings and notices, if any, to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article, to the Designated Representative of the trust and the Designated Representative shall represent and bind the qualified beneficiaries of the trust. /CropBox [0.0 0.0 612.0 792.0] W endobj /PageUIDList << Q /F 4 /Filter /FlateDecode endobj /TU (Signature of Trustee #2) 279 0 obj 277 0 obj /ProcSet [/PDF] /Type /XObject << /TU (Enter type of identification) /T1_3 396 0 R /LastModified /Length 34 /SpaceAfter 22.875 /Subtype /Widget /TU (Grantor Name 2: Country of Residency \(if other than USA\)) /Font << /StartIndent 15.25 /Type /Annot /MK << /Length 83 /Font << /0 7250 /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /StructParent 586 /Tabs /S endobj /MK << /Rect [312.48 474.96 556.56 489.6] 0 0 12.48 12.72 re /MK << 182 0 obj /Resources << endobj << /AA << /DA (/Helv 10 Tf 0 g) /O /Layout /CA (4) >> /Tabs /S /DA (/Helv 0 Tf 0 g) /P 136 0 R (c) Single Signatory. /Font << >> /P 135 0 R /T ( State of California County of) /Rect [159.12 621.64 267.12 634.96] << /BBox [0.0 0.0 9.36 9.48] /Type /Annot >> /S /JavaScript /Encoding << /P 133 0 R The names of all current trustees are: \(If trustee is an entity, documentation indicating authorized individuals of entity, such as Corporate Resolution or Certificate of Incumbency, will be required\): Trustee Name 1) /StructParent 451 /T (Signature of Trustee_6) /Rect [522.48 577.32 542.4 590.64] /ZaDb 8.9925 Tf /PDFDocEncoding 166 0 R << /Length 12 /Type /XObject /Subtype /Form /AA << /CropBox [0.0 0.0 612.0 792.0] /BBox [0.0 0.0 12.48 12.72] ET /Rect [409.92 71.88 463.08 87.24] /Parent 71 0 R >> /OriginalDocumentID /Resources << endobj /Rect [45.96 334.56 566.04 359.76] /TU (Signature of Trustees \(All current trustees must sign and, for trusts governed by US law \(50 states/District of Columbia\), all trustee signatures must be notarized.\) Acknowledgement - Notary Page for use in all jurisdictions EXCEPT California, Colorado, Florida, Iowa, Idaho, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee and Vermont: B\) Agreed and Certified to this: Enter Month) /K 549 0 R >> /F 4 >> /Subtype /Widget 244 0 obj /On 318 0 R /FT /Tx /T (MLPFS Account02) 43 0 obj /CM19 << 190 0 obj /Rect [54.24 211.68 66.72 224.4] /Bl 295 0 R << /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] >> /AP << stream /FT /Tx /Ff 8388608 /Subtype /Form /MK << 65 0 obj /StructParent 607 /DocumentID /CropBox [0.0 0.0 612.0 792.0] >> /Resources << /FT /Tx /ProcSet [/PDF] /P 137 0 R /D << /PieceInfo << /ZaDb 8.9925 Tf /TrimBox [0.0 0.0 612.0 792.0] endobj /StructParent 707 >> endobj /Subtype /Widget The Signatory /F 4 >> /Parent 71 0 R /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /Font << Unless otherwise restricted by the Board, the President, in turn, may delegate certain authority to the officers and employees of the university. Check if a Special or Supplemental Needs Trust) /Ff 8388608 0.749023 g /A 284 0 R This acknowledgement may not be used by California Notaries. EMC >> /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) 366 0 obj /0 [255.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /T1_0 382 0 R In carrying out its responsibilities under this Agreement, the Portfolio Manager shall at all times act in accordance with the investment objectives, policies and restrictions applicable to the Portfolio as set forth in the then current Registration Statement of the Trust delivered by the Trust to the Portfolio Manager, applicable provisions of the Investment Company Act and the rules and regulations promulgated under the Investment Company Act and other applicable federal securities laws. /O /Layout /MK << /StructParent 454 /Fm0 385 0 R /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /CS0 [/ICCBased 377 0 R] 304 0 obj /BBox [0.0 0.0 12.48 12.72] /P 133 0 R /TU (Grantor Name 2: Date of Birth including 2-Digit Month/2-Digit Day/4-Digit Year) Sub-delegations are not effective until a copy of the sub-delegation has been provided to the Office of General Counsel. /MK << >> /Subtype /Widget << /Off 316 0 R /DA (/Helv 10 Tf 0 g) >> >> >> endobj << >> >> << >> endobj 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 99 0 obj /F 4 Situational Leadership /LineHeight 13.5 /MK << /On 186 0 R /Type /XObject q >> endobj /DA (/Helv 10 Tf 0 g) >> 0 0 Td /BBox [0.0 0.0 9.36 9.48001] /AA << /Rect [292.56 674.64 420.6 687.96] /FT /Tx /Fm0 385 0 R >> /MaxLen 5 144 0 obj /Filter /FlateDecode /TU (Please check one of the following \(REQUIRED\): Personally known or) /F 4 /CA (4) /TU (B\) Agreed and Certified to this year of: Enter 4-Digit Year) /TU (C\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /BBox [0.0 0.0 12.48 12.72] /FT /Sig << /DA (/Helv 10 Tf 0 g) << /FT /Tx /BBox [0 0 252 14.64] >> n << /StructParent 689 /Font << /Subtype /Widget /DR << /F 4 2.4362 3.3161 Td /Rect [474.0 68.88 565.2 84.24] /StructParent 688 /SpaceAfter 32 67 0 obj /FormType 1 /Title (Trustee Certification Form) endobj /Rect [158.88 461.76 266.88 480.0] /DA (/Helv 10 Tf 0 g) /LineHeight 15.5 endstream /Parent 70 0 R /GS1 380 0 R >> /P 137 0 R >> /O /Layout /Rect [294.0 71.88 385.2 87.24] /T1_1 383 0 R /P 136 0 R /On 312 0 R /ProcSet [/PDF /Text] /F 4 The trust is currently \(please check as applicable\): Irrevocable) /P 136 0 R kb_`")"P1QiVB*TPj"F bQ{I8$Xvu0N#a09Fk #)e 257 0 obj /Resources << /Rect [53.8945 539.76 66.3746 552.48] /P 134 0 R >> /MaxLen 2 /T (B-1) 228 0 obj 2 0 obj /EndIndent 309.875 n >> /Rect [54 474.96 306 489.6] 153 0 obj >> /TU (Signature of Trustee) /Rect [294.0 71.88 385.2 87.24] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> >> /TextAlign /Justify /T1_1 384 0 R /FT /Tx 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 . /K 175 0 R /AA << >> /DA (/Helv 10 Tf 0 g) /StructParent 686 /CM2 << /BBox [0.0 0.0 12.4801 12.72] /StructParent 518 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. stream 35 0 obj /T (MLPFS Account01_2) /StructParent 704 /Rect [178.8 148.68 280.8 165.36] /Helv 152 0 R /StructParent 534 /Tabs /S /Parent 6 0 R /DA (/Helv 0 Tf 0 g ) endobj /FormType 1 >> /Rect [398.28 678.72 560.4 694.2] /Subtype /Widget /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] Cotrustees - Powers and liabilities. endobj /N << >> /Bl 315 0 R /P 135 0 R /PDFDocEncoding 145 0 R /Rotate 0 /MK << 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 /Parent 71 0 R a.A trustee may delegate ministerial, administrative and management duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. endobj /Subtype /Widget endstream /ProcSet [/PDF] /P 131 0 R /FT /Tx /TU (Notary Acknowledgement: County of \(Enter County\)) /LastModified >> /Parent 70 0 R m L5\;+y3_P~3^]lyf_jU]~zKejcv:k0@R)O? /Subtype /Widget >> /Type /XObject << /DA (/Helv 10 Tf 0 g) /LastModified (D:20211212090914-05'00') >> /StructParent 587 /DA (/Helv 10 Tf 0 g) /P 134 0 R >> /BleedBox [0.0 0.0 612.0 792.0] /F 4 98 0 obj /Type /Annot /DocumentID /StructParent 519 /DA (/Helv 10 Tf 0 g) /Font << /Ff 8388608 /T1_0 382 0 R >> >> /F 4 /Subtype /Widget /Bl 325 0 R endstream /TU (A\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) f /Type /Annot /F 4 endobj 240 0 obj << >> /Length 112 >> /Subtype /Widget 1 1 10.48 10.72 re /Ff 29360128 39 0 obj /T1_1 383 0 R /Subtype /Widget /0 [5001.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /TU (personally appeared \(Insert name of Trustee\)) /Subtype /Form endstream /T (H-1) /BleedBox [0.0 0.0 612.0 792.0] /F 4 /BBox [0.0 0.0 12.4801 12.72] /BBox [0.0 0.0 12.48 12.72] /Type /Annot >> /Type /Annot /T ( year of) /T1_3 383 0 R (ix) Successor Designated Representatives. >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /F 4 /DA (/Helv 10 Tf 0 g) /CA (4) /Parent 70 0 R /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /Ff 8388608 /Type /Annot /P 133 0 R /Subtype /Widget /MK << /F 4 >> /FT /Sig /Rect [341.447 244.651 557.447 259.411] /DA (/Helv 10 Tf 0 g) q endobj endobj << /LastModified (D:20211212090914-05'00') /Rect [450.84 381.72 558.84 399.96] /TU (Notary Jurat and Affidavit Form: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /Resources << q endobj >> /FT /Tx /Parent 71 0 R /Type /Annot /On 343 0 R /DA (/Helv 10 Tf 0 g) /Subtype /Widget /XObject << /FormType 1 /Subtype /Widget /DR << /F 4 >> /F 4 endstream /IDTree 140 0 R /Subtype /Widget /StructParent 612 /Helv 152 0 R endobj /P 131 0 R /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) (viii) Appointment of Successor Designated Representatives in Default of Designation. /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 /Form /Ff 29360128 /StructParent 730 /DA (/Helv 10 Tf 0 g) endobj /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /Rect [54.0 245.4 331.32 261.6] Notwithstanding the provisions of F.S. endobj /MK << /F 4 /Parent 70 0 R /BBox [0 0 424.08 13.32] /Encoding << /T ( personally appeared) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /DA (/Helv 0 Tf 0 g) << /Ff 29360128 /StructParent 423 >> /Font << /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 /FT /Sig Language similar to the following could be considered to authorize double fees: Compensation and Expenses. /S /JavaScript /FT /Tx >> << /MK << H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /BBox [0 0 252 13.32] /Ff 8388608 /T (2B2 - Date of Birth_1) /F 172 0 R endobj >> 0 0 Td endobj /Ff 8388608 << /F 4 /MK << >> 183 0 obj /Encoding << Applicable state law, including, while applicable, Florida Statutes 736.0105(2), may provide certain mandatory and non-waivable provisions that apply to each trust created under this trust instrument. /DocumentID (4) Tj /StructParent 421 Self-Dealing by Trustee. /Type /Annot /P 137 0 R /ProcSet [/PDF /Text] >> /AP << /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /Rect [312.48 201.84 556.56 216.6] >> ET Mandatory State Law Provisions. >> /TU (Signature of Notary Public) /Subtype /Widget >> /D << stream /Subtype /Widget /FormType 1 q /S /JavaScript /ProcSet [/PDF] /PDFDocEncoding 156 0 R Trustee owning stock in name of nominee - Exemption. /Font << /P 137 0 R 312 0 obj /FT /Tx /Ff 8388608 n endobj >> >> /Font << /SpaceAfter -15.5 /Type /Annot f /FormType 1 /StructParent 705 << /FT /Tx stream q /CM15 << /Subtype /Widget /MK << /Subtype /Widget << endobj /Type /Page /MK << /Subtype /Widget /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /FormType 1 /TU (Signature of Trustee) >> >> /FormType 1 >> /DA (/Helv 10 Tf 0 g) /Matrix [1 0 0 1 0 0] /Ff 8388608 << /N << /Type /Annot /StructParents 569 endobj /FormType 1 endobj f /S /JavaScript /FT /Btn 264 0 obj /Type /XObject /Ff 8388608 /FT /Tx endobj >> >> /Encoding << /P 134 0 R endobj >> >> /Tx BMC 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. /Subtype /Widget >> /CM14 << /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron (b) To exercise any authority or carry out any responsibilities specifically listing the Chancellor under the Delegation or SubDelegation headings of the Board of Trustees - Delegated Authority Table attached hereto as Exhibit C . /Annots [32 0 R 33 0 R 34 0 R 35 0 R 36 0 R 37 0 R 38 0 R 171 0 R 40 0 R 41 0 R /AP << >> endobj /ArtBox [0.0 0.0 612.0 792.0] >> /ProcSet [/PDF] /StructParent 600 /T (2B1 - The trust agreement is dated) /JS (SyncCheckboxes\(event.target\);) /DA (/Helv 0 Tf 0 g) /Rect [159.12 687.6 267.12 702.24] 8.6597 TL /N 534 0 R /D << /Type /Font /DA (/Helv 10 Tf 0 g) WebDelegation of Trustee Responsibilities. /Helv 167 0 R /P 134 0 R /T ( before me) Upon any revocation, amendment or cancellation, the holder of the power to designate successor Designated Representatives of the trusts held pursuant to this trust instrument have the same powers with respect to designating successor Designated Representatives by name or establishing a plan in the manner provided above, as if such power had never been exercised. /FT /Sig /Parent 72 0 R 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. 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). 9. endobj endobj 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) 367 0 obj /Type /XObject /StructParent 433 /N 536 0 R A true and correct copy of Article XV of the Trust Agreement, which contains the powers, rights and duties of the Co-Trustees of the Delta Trust, is attached. /MaxLen 5 /FT /Tx /Ff 8388608 /N << /Type /Annot >> /DA (/Helv 10 Tf 0 g) << /PDFDocEncoding 151 0 R BT /Type /Annot 304 0 obj <>stream (C) Non-Fiduciary Duty of Designated Representative. >> /Length 36 /F 4 /Font << /Resources << /F 4 /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in Florida \(Please note that all fields, including the boxes below, must be completed by the Notary Public or the document will be returned\): A\) Agreed and Certified to this: Enter Month) Q /AP << /Length 112 >> /P 134 0 R stream /StructParent 696 /MK << Form prohibiting use of the power granted by decanting statute: Discretionary Distributions. << << >> /Rect [444.6 245.4 557.28 261.6] /SigFlags 1 << /Type /XObject /FT /Tx /DA (/Helv 10 Tf 0 g) In accordance with this division, a trustee shall exercise reasonable care, skill, and caution in doing all of the following: >> /CM22 << /Parent 70 0 R /N 526 0 R /Type /Annot /Type /XObject /Type /XObject Subject to the provisions of Articles XVI and XVII, if at any time, there are three (3) or more Co-Trustees acting as Trustee of a trust, any decision made to act or to refrain from acting by a majority of the Co-Trustees who are qualified to vote on such decision shall be deemed to be the decision of all of the Co-Trustees, without the imposition of any liability for such decision on a Co-Trustee who does not agree thereto. /MK << /Type /Annot >> /Rect [59.28 148.68 161.28 165.36] << 60-175.17. /Type /XObject /GS1 380 0 R /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute Delegation of Authority Form - Fill Out and Sign Printable PDF endobj >> /AA << /Matrix [1 0 0 1 0 0] >> /MK << 47 0 obj /DA (/Helv 0 Tf 0 g) >> endobj /P 136 0 R /Resources << /AS /Off /T (Revocable and amendable) /Ff 8388608 >> H, /T ( Agreed and Certified to this) /FormType 1 /Ff 8388608 50 0 obj /F 4 >> /Type /Annot /F 174 0 R Q << /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Type /Annot /T1_1 384 0 R /ZaDb 13 0 R >> << >> 141 0 obj