tokens
sequence | bboxes
sequence |
---|---|
[
"403(b)(7)",
"CUSTODIAN",
"ADOPTION",
"AGREEMENT",
"ACCOUNT",
"INFORMATION",
"(This",
"Adoption",
"Agreement",
"may",
"only",
"be",
"used",
"in",
"conjunction",
"with",
"the",
"403(b)(7)",
"C",
"ustodial",
"Account",
"Agreement",
"stipulated",
"(If",
"you",
"are",
"not",
"sure",
"ift",
"this",
"account",
"is",
"subject",
"to",
"the",
"terms",
"of",
"ERISA,",
"ask",
"your",
"employer.",
"Ifchecked,",
"you",
"must",
"submit",
"a",
"separate",
"Beneficiary",
"Designation",
"Form",
"in",
"by",
"the",
"C",
"Custodian.)",
"Ift",
"this",
"account",
"is",
"subject",
"to",
"the",
"terms",
"of",
"the",
"Employee",
"Retirement",
"Income",
"Security",
"Act",
"of",
"1974",
"(ERISA),",
"check",
"here:",
"addition",
"to",
"this",
"Adoption",
"Agreement.)",
"as",
"the",
"financial",
"organization",
"II.",
"PARTICIPANT",
"INFORMATION",
"NAME:Enter",
"Name>",
"MAILING",
"ADDRESS:",
"TELEPHONE:",
"III.",
"EMPLOYER",
"INFORMATION",
"EMPLOYER",
"NAME:",
"EMPLOYER",
"MAILING",
"ADDRESS:",
"EMPLOYER",
"TELEPHONE:",
"Ihereby",
"designate",
"Independent",
"Financial",
"Group",
"LLC",
"ACCOUNT",
"NUMBER:",
"OFFICE",
"RR",
"GENDER:",
"M",
"F",
"DATE",
"OF",
"BIRTH:",
"SOCIAL",
"SECURITY",
"NUMBER:",
"CITY:",
"STATE:",
"ZIP:",
"CITY:",
"STATE:",
"ZIP:",
"IV.",
"The",
"Participant",
"authorizes",
"any",
"uninvested",
"cash",
"in",
"the",
"Account",
"tol",
"be",
"invested",
"in",
"shares",
"ofa",
"money",
"market",
"of",
"a",
"regulated",
"investment",
"company",
"as",
"further",
"described",
"in",
"the",
"403(b)(7)",
"Custodial",
"Account",
"Agreement.",
"Any",
"such",
"investment",
"of",
"idle",
"cash",
"is",
"made",
"pursuant",
"to",
"a",
"prospectus",
"or",
"other",
"offering",
"document,",
"which",
"the",
"For",
"more",
"complete",
"information",
"about",
"the",
"money",
"market",
"fund,",
"including",
"charges",
"and",
"expenses,",
"request",
"a",
"prospectus",
"from",
"your",
"financial",
"organization.",
"Read",
"it",
"Participant",
"should",
"obtain",
"from",
"his",
"or",
"her",
"financial",
"organization.",
"carefully",
"before",
"you",
"invest.",
"BENEFICIARY",
"This",
"section",
"is",
"for",
"non-ERISA",
"accounts",
"only.",
"ERISA",
"Participants",
"must",
"complete",
"a",
"separate",
"Beneficiary",
"Designation",
"Form.",
"MARITAL",
"STATUS:",
"L",
"Single",
"Married",
"(NOTE:",
"Spousal",
"consent",
"may",
"be",
"required.",
"See",
"below.)",
"Note:",
"For",
"specific",
"beneficiary",
"provisions,",
"please",
"refer",
"to",
"the",
"applicable",
"sections",
"of",
"the",
"Custodial",
"Account",
"Agreement.",
"The",
"following",
"shall",
"be",
"my",
"Beneficiary",
"or",
"Beneficiaries",
"of",
"this",
"account.",
"IfI",
"designate",
"than",
"one",
"primary",
"or",
"contingent",
"Beneficiary,",
"but",
"do",
"not",
"specify",
"the",
"percentages",
"to",
"which",
"such",
"Beneficiary",
"or",
"Beneficiaries",
"are",
"entitled,",
"payment",
"will",
"be",
"made",
"to",
"the",
"surviving",
"Beneficiary",
"or",
"Beneficiaries",
"in",
"equal",
"shares.",
"PRIMARY",
"BENEFICIARIES",
"GENDER",
"DATEOF",
"SOCIAL",
"SECURITY",
"NAME",
"M/F",
"RELATIONSHIP",
"BIRTH",
"NUMBER",
"ADDRESS",
"PERCENTAGE",
"CONTINGENT",
"BENEFICIARIES",
"(Secondary",
"Beneficiaries",
"will",
"be",
"paid",
"only",
"if",
"all",
"primary",
"Beneficiaries",
"do",
"not",
"survive",
"the",
"Participant.)",
"GENDER",
"DATE",
"OF",
"SOCIAL",
"NAME",
"M/F",
"RELATIONSHIP",
"BIRTH",
"NUMBER",
"ADDRESS",
"PERCENTAGE",
"Pershing",
"LLC,",
"a",
"subsidiary",
"of",
"The",
"Bank",
"of",
"New",
"York",
"Mellon",
"Corporation.",
"Member",
"FINRA,",
"NYSE,",
"SIPC.",
"Trademark(s)",
"belong",
"to",
"their",
"respective",
"owners.",
"ADOP",
"ORPB-403B7-ADOP-11-11",
"02010",
"Ascensus,",
"Inc.,",
"Brainerd,",
"MN",
"#1201",
"(11/11)",
"Page",
"16",
"of",
"18"
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] |
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