Specifications include, but are not limited to: Transitioning services from the current vendor, if applicable. Maintaining regular contact with the Office and the Board as requested by same. All recordkeeping and administration including maintaining compliance with dormant account requirements of MS 136G and all other unclaimed and abandoned property laws which pertain to 529 accounts. Establishing and maintaining individual Plan accounts including existing matching grant accounts. Processing deposits, transfers, charges, and withdrawals. Preparing and distributing participant statements of account. Answering account owners’ and potential account owners’ questions and complaints as part of overall customer service. Investment management including asset custodial responsibilities.