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Appendix C ACTUARIAL SERVICES AGREEMENT This Actuarial Services Agreement (Agreement), effective (the Effective Date), is between (the Actuary) and the Minnesota Legislative Commission on Pensions
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01
Review the master actuarial services agreement template thoroughly to understand its contents and provisions.
02
Gather all the necessary information required to fill out the agreement, such as company details, scope of services, and pricing.
03
Start filling out the agreement by entering your company's name, address, and contact information.
04
Specify the effective date and duration of the agreement.
05
Describe the scope of actuarial services to be provided in detail, including any limitations or exclusions.
06
Define the payment terms and pricing structure for the services.
07
Include any additional terms or conditions that are relevant to the agreement.
08
Ensure that both parties review and understand the agreement before signing it.
09
Execute the agreement by signing and dating it, along with any necessary witness signatures.
10
Keep a copy of the filled-out master actuarial services agreement for future reference.

Who needs master actuarial services agreement?

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Insurance companies
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Pension funds
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Any entity that requires actuarial services on a regular basis
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A master actuarial services agreement is a contract between an actuarial firm and a client that lays out the terms and conditions for actuarial services to be provided.
Both the actuarial firm and the client are required to file the master actuarial services agreement.
The master actuarial services agreement should be filled out by providing all required information, signatures from both parties, and any additional terms and conditions agreed upon.
The purpose of the master actuarial services agreement is to clearly define the scope of services, responsibilities, and expectations of both parties involved.
The master actuarial services agreement must include details about the actuarial services to be provided, fees, timelines, confidentiality agreements, and any other relevant details.
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