Allocation Changes Clause Samples

The Allocation Changes clause defines the process by which parties can modify the distribution of responsibilities, resources, or costs under an agreement. Typically, this clause outlines the conditions and procedures for requesting and approving changes, such as requiring written notice or mutual consent. Its core practical function is to provide a structured mechanism for adapting the agreement to changing circumstances, ensuring flexibility while maintaining clarity and mutual understanding between the parties.
Allocation Changes. Client may only make one Investment Strategy change during Market Hours of each Business Day pursuant to laws and rules governing Day Trading activities (as defined in the Brokerage Agreement). Client understands and agrees that when Client has already made an Investment Strategy change during the Betterment Trading Hours on a given Business Day, Betterment may elect to treat Client’s attempts to make subsequent Investment Strategy changes during Betterment Trading Hours on that day as instructions entered outside Betterment Trading Hours and process them the next day or Betterment may elect to refuse Client’s instruction.
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Allocation Changes. Call TIAA at their toll free number, ▇-▇▇▇-▇▇▇-▇▇▇▇, or access the TIAA web page at ▇▇▇.▇▇▇▇.▇▇▇ to make allocation changes
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Allocation Changes. Client and/or Advisor may only make one Allocation change during Market Hours of each Business Day pursuant to laws and rules governing Day Trading activities (as defined in the Brokerage Agreement). Client understands and agrees that when Client or Advisor has already made an Allocation change during the Betterment Trading Hours on a given Business Day, Betterment may elect to treat Client or Advisor’s attempts to make subsequent Allocation changes during Betterment Trading Hours on that day as instructions entered outside Betterment Trading Hours and process them the next day or Betterment may elect to refuse Client or Advisor’s instruction. Unless expressly modified by the terms of the Advisor Agreements, Client represents and warrants that Client shall consult with Advisor about an Allocation change instruction before Client makes any Allocation change instruction.
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Allocation Changes. The Certificate Owner has the right to request allocation changes among Divisions of the Variable Separate Account to any other Division then available. After the Annuity Commencement Date, allocation changes in excess of four in any Certificate Year are subject to the Excess Allocation Charge as stated in each Certificate. After Annuity Payments begin, allocation changes are not allowed between values providing Fixed Annuity Payments and Variable Annuity Payments.
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Allocation Changes. Client may make changes to their Impact Portfolio allocation at any time. Client understands and agrees that Account will be rebalanced during the calendar quarterly rebalancing, unless the Client reaches out directly to Newday Impact to request inter-quarter rebalancing.
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Allocation Changes. The Certificate Owner has the right to request allocation changes among Divisions of the Variable Separate Account to any other Division then available. After the Annuity Commencement Date, allocation changes in excess of four in any Certificate Year are subject to the Excess Allocation Charge as stated in the Certificate. After Annuity Payments begin, allocation changes are not allowed between values providing Fixed Annuity Payments and Variable Annuity Payments. ANNUITY COMMENCEMENT DATE SELECTION The Certificate Owner selects the Annuity Commencement Date. Any date may be elected following the first certificate anniversary but before the required date of annuity commencement as shown in each Certificate. On the Annuity Commencement date, the age of the Annuitant plus the number of years payments are guaranteed must not exceed 100. If a date is not selected, the annuity commencement date will be in the month following the required date of annuity commencement.
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Related to Allocation Changes

  • Election Changes The Executive may modify the amount of Deferrals annually by filing a new Deferral Election Form with the Employer. The modified deferral shall not be effective until the calendar year following the year in which the subsequent Deferral Election Form is received by the Employer.

  • Shift Changes When an employee is assigned to a specific shift and that assignment is changed, the employee shall be given seven (7) calendar days’ notice prior to the change.

  • Allocation Following the Closing, Purchaser shall prepare and deliver to Sellers an allocation of the aggregate consideration among Sellers and, for any transactions contemplated by this Agreement that do not constitute an Agreed G Transaction pursuant to Section 6.16, Purchaser shall also prepare and deliver to the applicable Seller a proposed allocation of the Purchase Price and other consideration paid in exchange for the Purchased Assets, prepared in accordance with Section 1060, and if applicable, Section 338, of the Tax Code (the “Allocation”). The applicable Seller shall have thirty (30) days after the delivery of the Allocation to review and consent to the Allocation in writing, which consent shall not be unreasonably withheld, conditioned or delayed. If the applicable Seller consents to the Allocation, such Seller and Purchaser shall use such Allocation to prepare and file in a timely manner all appropriate Tax filings, including the preparation and filing of all applicable forms in accordance with applicable Law, including Forms 8594 and 8023, if applicable, with their respective Tax Returns for the taxable year that includes the Closing Date and shall take no position in any Tax Return that is inconsistent with such Allocation; provided, however, that nothing contained herein shall prevent the applicable Seller and Purchaser from settling any proposed deficiency or adjustment by any Governmental Authority based upon or arising out of such Allocation, and neither the applicable Seller nor Purchaser shall be required to litigate before any court, any proposed deficiency or adjustment by any Taxing Authority challenging such Allocation. If the applicable Seller does not consent to such Allocation, the applicable Seller shall notify Purchaser in writing of such disagreement within such thirty (30) day period, and thereafter, the applicable Seller shall attempt in good faith to promptly resolve any such disagreement. If the Parties cannot resolve a disagreement under this Section 3.3, such disagreement shall be resolved by an independent accounting firm chosen by Purchaser and reasonably acceptable to the applicable Seller, and such resolution shall be final and binding on the Parties. The fees and expenses of such accounting firm shall be borne equally by Purchaser, on the one hand, and the applicable Seller, on the other hand. The applicable Seller shall provide Purchaser, and Purchaser shall provide the applicable Seller, with a copy of any information described above required to be furnished to any Taxing Authority in connection with the transactions contemplated herein.

  • Minor Changes Within Sale Area, minor adjustments may be made in boundaries of cutting units or in the timber individually Marked for cutting when ac- ceptable to Purchaser and Forest Service.

  • Corrective Allocations In the event of any allocation of Additional Book Basis Derivative Items or any Book-Down Event or any recognition of a Net Termination Loss, the following rules shall apply: (A) In the case of any allocation of Additional Book Basis Derivative Items (other than an allocation of Unrealized Gain or Unrealized Loss under Section 5.5(d) hereof), the General Partner shall allocate additional items of gross income and gain away from the holders of Incentive Distribution Rights to the Unitholders and the General Partner, or additional items of deduction and loss away from the Unitholders and the General Partner to the holders of Incentive Distribution Rights, to the extent that the Additional Book Basis Derivative Items allocated to the Unitholders or the General Partner exceed their Share of Additional Book Basis Derivative Items. For this purpose, the Unitholders and the General Partner shall be treated as being allocated Additional Book Basis Derivative Items to the extent that such Additional Book Basis Derivative Items have reduced the amount of income that would otherwise have been allocated to the Unitholders or the General Partner under the Partnership Agreement (e.g., Additional Book Basis Derivative Items taken into account in computing cost of goods sold would reduce the amount of book income otherwise available for allocation among the Partners). Any allocation made pursuant to this Section 6.1(d)(xii)(A) shall be made after all of the other Agreed Allocations have been made as if this Section 6.1(d)(xii) were not in this Agreement and, to the extent necessary, shall require the reallocation of items that have been allocated pursuant to such other Agreed Allocations. (B) In the case of any negative adjustments to the Capital Accounts of the Partners resulting from a Book-Down Event or from the recognition of a Net Termination Loss, such negative adjustment (1) shall first be allocated, to the extent of the Aggregate Remaining Net Positive Adjustments, in such a manner, as determined by the General Partner, that to the extent possible the aggregate Capital Accounts of the Partners will equal the amount that would have been the Capital Account balance of the Partners if no prior Book-Up Events had occurred, and (2) any negative adjustment in excess of the Aggregate Remaining Net Positive Adjustments shall be allocated pursuant to Section 6.1(c) hereof. (C) In making the allocations required under this Section 6.1(d)(xii), the General Partner may apply whatever conventions or other methodology it determines will satisfy the purpose of this Section 6.1(d)(xii).