Trust regarding 2025

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The document is a Trust Agreement between Polaris Industries Inc. and Fidelity Management Trust Company, establishing the Polaris 401(k) Retirement Savings Plan Trust. Dated April 1, 1999, it outlines the roles and responsibilities of the Sponsor and Trustee regarding the management of Plan assets for the exclusive benefit of participants and their beneficiaries. Key sections include trust establishment, investment options, disbursement procedures, recordkeeping, administrative services, compensation, directions and indemnification, as well as provisions for resignation or removal of the Trustee.

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Click ‘Get Form’ to open the Trust Agreement in the editor.
Begin by reviewing the 'Trust' section, which outlines the establishment of the Polaris 401(k) Retirement Savings Plan Trust. Ensure you understand the roles of both the Sponsor and Trustee.
Move to 'Exclusive Benefit and Reversion of Sponsor Contributions.' Fill in any required details about contributions, ensuring they are solely for participant benefits.
In 'Disbursements,' specify how disbursements will be directed. Include any necessary instructions for Administrator-directed disbursements and participant withdrawal requests.
Proceed to 'Investment of Trust.' Here, indicate your investment options and ensure that participant directions are clearly stated.
Complete sections on recordkeeping and administrative services, ensuring all accounts and transactions are accurately documented as per Schedule 'A.'
Finally, review sections on compensation, indemnification, and termination to ensure compliance with all terms outlined in the agreement.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Why would someone disclaim a trust?

Turning down an inheritance in a will or a trust is called a disclaimer. People disclaim gits to avoid paying taxes or to let another beneficiary get the gift. You must follow your states laws and federal laws to properly disclaim a gift.

What is a disclaimer by beneficiary of a trust?

Any disclaimer of an interest in a trust by a trust beneficiary must be made to the trustee of that trust. For a disclaimer to be valid, it must be supported by some evidence that the beneficiary is disclaiming their interest. Silence or otherwise passive behaviour will not suffice.

How do you use a trust disclaimer?

A disclaimer trust lets beneficiaries place assets into a trust instead of receiving them directly. However, a final decision must be made within nine months after the deceaseds passing and before asset possession. While offering flexibility and tax benefits, disclaimer trusts have some drawbacks.

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