Accomplish
and submit to PERAA the application forms (available upon
receipt of Letter of Intent) for membership as follows:
Trust
Agreement - This is the contract between the school and
PERAA where the school indicates its consent with the management
of the fund by the PERAA Board as policymakers.
Retirement Plan Resolution - This contains the basic provisions
of the PERAA Plan Agreement and specifies the provisions adopted
by the Participating Institutions.
Vesting
Policy - This is the school policy on the treatment of
employer's share upon employee's resignation and Repurchase
claim.
PERAA
Form 1 - This contains specific data of the employees
and the institutions.
Cover
Letter to the BIR - This is the cover letter transmitting
the retirement plan documents and the certification of an
independent consulting actuary submitted by PERAA to the BIR
for your availment of the tax exemption privileges.
Authorized
Signatories Form - This is the list with specimen signatures
of personnel authorized to transact business with PERAA. PERAA
will only entertain transactions made by the persons listed
in the form.
PERAA
Member's Record - This is PERAA's permanent record of
each covered member-employee. The ID Card will be issued only
after submission of properly accomplished MR and upon payment
of first premium contribution.
