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55A - RESO - PUBLIC AGENCY RETIREMENT SRVS
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55A - RESO - PUBLIC AGENCY RETIREMENT SRVS
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Last modified
1/3/2012 3:56:20 PM
Creation date
12/16/2010 12:29:31 PM
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City Clerk
Doc Type
Agenda Packet
Item #
55A
Date
12/20/2010
Destruction Year
2015
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EXHIBIT 1 C <br />DATA REQUIREMENTS <br />PARS will provide the Services under this Agreement contingent upon receiving the <br />following information: <br />1. Contribution Data - transmitted to PARS by email or on an IBM formatted disk (360K, <br />1.2 MB or 1.44 MB) in ASCII code or Excel formats containing the following items of <br />employee information related to the covered payroll period: <br />(A) Agency name <br />(B) Employee's legal name <br />(C) Employee's social security number <br />(D) Payroll date <br />(E) Employer contribution amount <br />(F) Employee contribution amount <br />2. Distribution Data - written Plan Administrator's (or authorized Designee's) direction to <br />commence distribution processing, which contains the following items of Participant <br />information: <br />(A) Agency name <br />(B) Participant's legal name <br />(C) Participant's social security number <br />(D) Participant's address <br />(E) Participant's phone number <br />(F) Participant's birthdate <br />(G) Participant's condition of eligibility <br />(H) Participant's effective date of eligibility <br />(I) Signed certification of distribution eligibility from the Plan Administrator, or <br />authorized Designee <br />3. Executed Legal Documents: <br />(A) Certified Resolution <br />(B) Plan Document <br />(C) Trust Agreement <br />(D) Trustee Investment Forms <br />4. Other information pertinent to the Services as reasonably requested by PARS. <br />Page 9 <br />55A-17
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