BANKING-9246 - USA (San Jose, California) - Unclaimed Retirement Benefit Services - Deadline September 16,2026

Vendor needs to provide unclaimed retirement benefit services to the government authority located in San Jose, CA.• The city will transmit records and corresponding contribution balances for members with unclaimed contributions to vendor in batches as accounts are identified for transfer. • Member data and corresponding contribution balances shall be transmitted via a mutually agreed–upon secure electronic file transfer and payment method. Vendor shall acknowledge receipt of member records and transferred funds and confirm successful account setup and processing within five business days of each transmission.• Subsequent transfers are anticipated to be lower in volume and will take place on a rolling basis as new members with unclaimed contributions are identified.• Member records and associated funds shall be transferred to vendor only after review and approval by the city. • Member records and associated funds shall be transferred to vendor only after review and approval by the city.