Base Offering Circular - Multifamily
482090
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Permitted Transferee ..................
Any person that acquires an Ownership Interest through a
Transfer that is not considered null and void by the Trustee
under the Standard Trust Provisions or the Trust
Agreement.
Person.........................................
Any individual, corporation, partnership, limited liability
company, joint venture, trust (including any beneficiary
thereof), unincorporated organization or government or
agency or political division thereof.
Plan.............................................
A plan subject to ERISA, a Qualified Plan, an IRA or any
other plan described in Code § 4975.
Plan Asset Regulations...............
The Department of Labor regulations set forth in 29 C.F.R.
§ 2510.3-101, as amended from time to time.
Plan Investor...............................
Any of the following: (a) a benefit plan investor that is
described in or subject to the Plan Asset Regulations; (b) a
plan or arrangement that is subject to Code section 4975; (c)
a governmental plan as defined in section 3(32) of
ERISA; (d) any plan or arrangement that is subject to any
federal, state, or local law that is substantially similar to the
Plan Asset Regulations, Code section 4975, or ERISA
section 3(32); (e) any person acting on behalf of or utilizing
the assets of any of the foregoing; and (f) any insurance
company that is considered to be a Plan Investor pursuant to
the following sentence. An insurance company is a Plan
Investor unless all funds used by the insurance company in
acquiring a Security were held by the insurance company in
its general account, the insurance company will hold the
Security in its general account, and the insurance company
reasonably believes that its general account and the Security
do not and will not constitute plan assets for purposes of
ERISA and the Plan Asset Regulations.
Pool Information Date................
For each Series, the date, specified in the Sponsor
Agreement, by which the Sponsor creates a list of the actual
Trust Assets to be transferred to the Trust on the Closing
Date.
Pooling REMIC..........................
With respect to a Trust Agreement that provides for the
issuance of a Double REMIC Series, a Trust REMIC that
holds assets as specified in the Trust Agreement and issues
Pooling REMIC Regular Interests that are held by an
Issuing REMIC.