Common use of Form of Instructions Clause in Contracts

Form of Instructions. Instructions given in accordance with Paragraph 6 shall be given to us via e-mail in a mutually agreed upon file format. The instructions in the file must include: (a) the fund account number; (b) the Shareholder's TIN, ITIN or GII, if known; (c) the specific individual Contract owner number or participant account number (if known) associated with the Shareholder; (d) the specific restriction(s) to be executed with respect to such Shareholder, including how long such restriction(s) are to remain in place; and (e) a brief written statement that may be provided to the Shareholder, explaining how the Shareholder's transfer activity violated Fund Policies. If the TIN 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 14 contracts

Sources: Shareholder Information Agreement (Talcott Resolution Life Insurance Co Separate Account Three), Shareholder Information Agreement (Talcott Resolution Life Insurance Co Separate Account Three), Shareholder Information Agreement (Talcott Resolution Life Insurance Co Separate Account Three)

Form of Instructions. Instructions given in accordance with Paragraph 6 shall be given to us via e-mail in a mutually agreed upon file format. The instructions in the file must include: (a) the fund account number; (b) the Shareholder's ’s TIN, ITIN or GII, if known; (c) the specific individual Contract owner number or participant account number (if known) associated with the Shareholder; (d) the specific restriction(s) to be executed with respect to such Shareholder, including how long such restriction(s) are to remain in place; and (e) a brief written statement that may be provided to the Shareholder, explaining how the Shareholder's ’s transfer activity violated Fund Policies. If the TIN 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 8 contracts

Sources: Fund Participation Agreement (C M Life Variable Life Separate Account I), Retail Fund Participation Agreement (Talcott Resolution Life Insurance Co Separate Account 11), Fund Participation Agreement (Talcott Resolution Life Insurance Co Separate Account 11)

Form of Instructions. Instructions given in accordance with Paragraph 6 shall be given to us via e-mail in a mutually agreed upon file format. The instructions in the file must include: (a) the fund account number; (b) the Shareholder's TIN, ITIN or GII, if known; (c) the specific individual Contract owner number or participant account number (if known) associated with the Shareholder; (d) the specific restriction(s) to be executed with respect to such Shareholder, including how long such restriction(s) are to remain in place; and (e) a brief written statement that may be provided to the Shareholder, explaining how the Shareholder's transfer activity violated Fund Policies. If the TIN 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 2 contracts

Sources: Fund Participation Agreement (Talcott Resolution Life Insurance Co Separate Account Seven), Participation Agreement (Talcott Resolution Life & Annuity Insurance Co Separate Account Seven)

Form of Instructions. Instructions given in accordance with Paragraph 6 shall be given to us via e-mail in a mutually agreed upon file format. The instructions in the file must include: (a) the fund account number; (b) the Shareholder's TIN, ITIN or GII, GII if known; (c) the specific individual Contract owner number or participant account number (if known) associated with the Shareholder; (d) the specific restriction(s) to be executed with respect to such Shareholder, including how long such restriction(s) are to remain in place; : and (e) a brief written statement that may be provided to the Shareholder, explaining how that the Shareholder's transfer activity violated Fund Policies. If the TIN 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 2 contracts

Sources: Shareholder Information Agreement (Talcott Resolution Life Insurance Co Separate Account Three), Shareholder Information Agreement (Talcott Resolution Life & Annuity Insurance Co Separate Account Seven)

Form of Instructions. Instructions given in accordance with Paragraph 6 shall be given to us via e-mail in a mutually agreed upon file format. The instructions in the file must include: (a) the fund account number; (b; tb) the Shareholder's TIN, ITIN or GIIGIl, if known; (c) the specific individual Contract owner number or participant account number (if known) associated with the Shareholder; (d) the specific restriction(s) to be executed with respect to such Shareholder, including how long such restriction(s) are to remain in place; and (e) a brief written statement that may be provided to the Shareholder, explaining how the Shareholder's transfer activity violated Fund Policies. If the TIN 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: Shareholder Information Agreement (Separate Account a of Union Security Life Ins Co of New York)

Form of Instructions. Instructions given in accordance with Paragraph 6 shall be given to us via e-mail in a mutually agreed upon file format. The instructions in the file must include: (a) the fund account number; (b) the Shareholder's TIN, ITIN or GIIGil, if known; (c) the specific individual Contract owner number or participant account number (if known) associated with the Shareholder; (d) the specific restriction(s) to be executed with respect to such Shareholder, including how long such restriction(s) are to remain in place; and (e) a brief written statement that may be provided to the Shareholder, explaining how the Shareholder's transfer activity violated Fund Policies. If the TIN 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: Fund Participation Agreement (C M Life Variable Life Separate Account I)