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[DOC File]Investment Companies
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Trustees hire a management company. Management company. research. manage the portfolio. administrative chores. receives a fee for services. To get into a fund: 2/3 require $1000 or less. 85% require $5000 or less. IRA-minimum requirement often lower. Types of Mutual Funds: Short-term—money market. Long-term—equity or bond or combination
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[DOC File]CHAPTER 2
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The lender must be satisfied that the trust provides reasonable means to assure that the lender will be notified of any subsequent change of occupancy (for owner-occupant loans only) or transfer of beneficial interest. The trust must appear on the security instrument (i.e., mortgage, deed of trust, security deed).
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[DOC File]M21-1MR, Part V, Subpart iii, Chapter 1, Section I ...
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Funds held in trust, including all interest and investment income accrued on those funds, and up to $2,000 per year of per capita distributions of funds distributed per capita or held in trust under a plan approved under the provisions of the Indian Judgment Funds Use and Distributions Act, Pub. L. 93-134 (25 U.S.C. 1401 et. seq.), or funds ...
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[DOC File]Veterans Benefits Administration Home
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Funds held in trust, including all interest and investment income accrued on those funds, and up to $2,000 per year of per capita distributions of funds distributed per capita or held in trust under a plan approved under the provisions of the Indian Judgment Funds Use and Distributions Act, Pub. L. 93-134 (25 U.S.C. 1401 et. seq.), or funds ...
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[DOC File]DEPARTMENT OF CONSUMER AND INDUSTRY SERVICES
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_____Assets include cash (totaling in excess of $999), cash held in savings and/or checking accounts, trust funds, equity in real estate and other capital investments, stocks, bonds, Treasury bills, certificates of deposit, money market funds, IRA accounts, retirement and pension funds, lump sum receipts (i.e., lottery winnings, insurance ...
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[DOC File]Chapter 202 FI-Related Resource Policy
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202.12 Irrevocable Trust Funds (Eff. 07/01/06) The following is used to determine when a trust is not a resource. Individual does not have: Legal authority to revoke the trust. Legal authority to use the assets for his own support and maintenance. The Trust is IRREVOCABLE: By its terms and . Under State law. Grantor Trust
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[DOC File]Exhibit 5-3: Acceptable Forms of Verification
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Title: Exhibit 5-3: Acceptable Forms of Verification Author: Eric Oetjen Last modified by: H05232 Created Date: 7/5/2007 5:57:00 PM Company: ICF Consulting
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q District Court q Denver Probate Court
Provide detail for any assets on the preceding schedule that were sold during the reporting period. Include a description of the asset sold, the sale price, sale date, and use of funds proceeds from the sale (e.g. living expenses, extinguish debt, purchase of another asset, etc.).
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Ira services trust company sold