Summary
The Contractor shall be responsible for establishing and administering a Structured Settlement Fixed Annuity Program. The Contractor’s responsibilities shall include, but not be limited to the following: Annuity Investments: Upon written request for an annuity from OVS, the Contractor shall invest monies in accordance with Paragraph 4 of the Standards and Specifications of this RFP. Provide written confirmation to OVS of receipt and investment of monies. Prepare all annuity forms and documents and obtain all required signatures from the minor’s parent, guardian, or legal representative to finalize the transaction. Provide the dependent(s) with a quarterly statement of the account. See attached file.