Participation agreement 2026

1. Click ‘Get Form’ to open the participation agreement in the editor.
2. Begin by filling out the introductory section, which includes the names of all parties involved. Ensure that you accurately input the names of First American Insurance Portfolios, SEI Investments Distribution, and any other relevant companies.
3. Proceed to Section 1, 'Available Funds.' Here, specify the funds available for purchase and redemption. Pay attention to subsections regarding availability and modifications of funds.
4. In Section 2, 'Processing Transactions,' provide details on timely pricing and orders. Make sure to include necessary payment information as outlined in subsections.
5. Review Sections 3 through 6 carefully, ensuring all costs, legal compliance, and termination conditions are clearly understood and filled out as required.
6. Finally, complete the signature section at the end of the document. Use our platform’s signing feature to securely sign and date your agreement.

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