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55D - RESO - RETIREMENT SRVS
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06/21/2016
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55D - RESO - RETIREMENT SRVS
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Last modified
6/20/2016 10:23:50 AM
Creation date
6/16/2016 5:23:05 PM
Metadata
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Template:
City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55D
Date
6/21/2016
Destruction Year
2021
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EXHIBIT IC <br />DATA REQUIREMENTS <br />PARS will provide the Services under this Agreement contingent upon receiving the <br />following information: <br />1. Executed Legal Documents: <br />(A) Certified Resolution <br />(B) Adoption Agreement to the Public Agencies Post - Employment Benefits Tryst <br />(C) Trustee Investment Forms <br />2. Contribution — completed Contribution Transmittal Form signed by the Plan <br />Administrator (or authorized Designee) which contains the following information: <br />(A) Agency name <br />(B) Contribution amount <br />(C) Contribution date <br />(D) Contribution method (Check; ACH, Wire) <br />3. Distribution — completed Payment Reimbursement /Distribution Form signed by the <br />Plan Administrator (or authorized Designee) which contains the following <br />information: <br />(A) Agency name <br />(B) Payment reimbursement/distribution amount <br />(C) Applicable statement date <br />(D) Copy of applicable premium, claim, statement, warrant, and /or administrative <br />expense evidencing payment <br />(E) Signed certification of reimbursement /distribution from the Plan Administrator <br />(or authorized Designee) <br />4. Other information pertinent to the Services as reasonably requested by PARS and <br />Actuarial Provider, <br />Page 7 <br />55D -19 <br />
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