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PUBLIC AGENCY RETIREMENT SERVICES (PARS) - 2016
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PUBLIC AGENCY RETIREMENT SERVICES (PARS) - 2016
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Last modified
11/9/2017 9:54:09 AM
Creation date
9/13/2016 10:16:44 AM
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Contracts
Company Name
PUBLIC AGENCY RETIREMENT SERVICES (PARS)
Contract #
A-2016-170
Agency
FINANCE & MANAGEMENT SERVICES
Council Approval Date
6/21/2016
Expiration Date
6/21/2019
Insurance Exp Date
4/1/2019
Destruction Year
2024
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EXHIBIT 1C <br />DATA REQUIREMENTS <br />PARS will provide the Services under this Agreement contingent upon receiving the <br />following information: <br />I. Executed Legal Documents: <br />(A) Certified Resolution <br />(B) Adoption Agreement to the Public Agencies Post -Employment Benefits Trust <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 />
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