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PUBLIC AGENCY RETIREMENT SERVICES (PARS) - 2020
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PUBLIC AGENCY RETIREMENT SERVICES (PARS) - 2020
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Last modified
8/20/2024 11:32:07 AM
Creation date
6/23/2020 8:58:21 AM
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Contracts
Company Name
PUBLIC AGENCY RETIREMENT SERVICES (PARS)
Contract #
A-2020-119
Agency
Finance & Management Services
Council Approval Date
6/2/2020
Expiration Date
6/30/2027
Insurance Exp Date
7/30/2023
Destruction Year
2031
Notes
For Insurance Exp. Date see Notice of Compliance; A-2016-170,A-2016-375, A-2016-170-01
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EXHIBIT 3 <br />PARS BENEFIT TRUST <br />FBO <br />CITY OF SANTA ANA <br />PARS 3121 PART-TIME SOCIAL SECURITY <br />ALTERNATIVE RETIREMENT PLAN <br />Effective December 19, 20.11 <br />TRUST DOCUMENT <br />ACCOUNT IS ENTERED INTO BY CLIENT AND U.S. BANK <br />NATIONAL ASSOCIATION, AS TRUSTEE AND/OR CUSTODIAN. <br />This agreement is entered into between Client and U.S. Bank National Association ("U,S. <br />Bank"), as trustee and/or custodian. U.S. Bank has authorized the Union Bank signatory on the <br />adoption page of this Trust Document to execute trustee and/or custody services agreements and <br />all account related documents on behalf of U.S. Bank, as 'Trustee and/or Custodian, with full <br />authority to bind U.S. Bank for all services and duties and fee schedules hereunder. With respect <br />to this agreement, Union Bank is acting as services oil behalf of U.S. Bank pursuant to an Interim <br />Services Agreement dated February 1, 2012. All references in the account agreements and <br />documents to Union Bank are replaced with U.S. Bank, and this agreeauent is by and between <br />Client and U.S. Bank, as Trustee and/or Custodian, <br />55i4118 <br />
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