Common use of Form of Instruction Clause in Contracts

Form of Instruction. Instructions to restrict or prohibit trading must include the TIN, ITIN or GII, if known, and the specific restrictions(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 4 contracts

Sources: Financial Intermediary Selling Agreement (State Funds), Trust Fund/Serv Agreement (State Funds), Rule 22c 2 Shareholder Information Agreement

Form of Instruction. Instructions to restrict or prohibit trading must include the TIN, ITIN or GII, if known, and the specific restrictions(s) to be executed. If the TIN, ITIN or GII GI1 is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Sources: Rule 22c 2 Shareholder Information Agreement (Variable Annuity Account A)