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Death Audit and Mortality Verification Services

Overview


Financial, Legal, HR & Staffing
Philadelphia, Pennsylvania, United StatesPosted: August 14, 2026Deadline: September 18, 2026

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SUMMARY


The Pennsylvania government authority seeks recurring death audits, mortality verification, death certificate retrieval, and due diligence missing participant searches. The provider may be asked to supply approximately 500 death certificates annually.

KEY REQUIREMENTS


CONTRACT DURATION


12 months

TIMELINE


RFP Posted: August 14th, 2026

Applicant Questions Due: August 21st, 2026

Answers Posted: September 4th, 2026

Proposals Due: September 18th, 2026

Applicant Selection: November 13th, 2026

Contract Execution: January 1st, 2027

Commencement of Work: January 1st, 2027

QUESTION DEADLINE


August 21, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


City Of Philadelphia Board Of Pensions And Retirement

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DESCRIPTION


A Pennsylvania government authority is seeking a provider to perform death audit and mortality verification services for its benefit-recipient file. The selected provider will conduct death audits at least weekly, identify deceased recipients, and report discrepancies involving names, dates of birth, and Social Security numbers.

The provider will retrieve and supply death certificates for deceased recipients upon request. The authority estimates that approximately 500 death certificates may be requested annually. The provider will also conduct missing participant searches, as requested, that satisfy due diligence requirements for benefit mailings and plan terminations. Questions must be submitted by August 21, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due September 18, 2026. Questions must be submitted by August 21, 2026.
Who issued this RFP?
It was issued by City Of Philadelphia Board Of Pensions And Retirement. The work is located in Philadelphia, Pennsylvania, United States.
Who is a good fit for this opportunity?
  • Experienced provider of death audit and mortality verification services
  • Demonstrated ability to conduct recurring benefit-recipient or pension-participant audits
  • Capability to retrieve official death certificates at scale
  • Expertise in Social Security number, date-of-birth, and identity-data matching
  • Experience conducting compliant missing participant and due diligence searches

Analysis generated by Settle AI from the source RFP.

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