Forms and Documents
Forms and Documents
FL PALM Informational Documents | Description |
FL Palm Info Statement | A detailed description of FL PALM. |
Trust Agreement | A description of Trust's arrangement. |
2023 Annual Report | The annual report for the Trust for the year ended June 30, 2023. |
FL PALM Account Forms | Description |
New Participant/Investor Application | The initial agreement to join FL PALM as a Participant/Investor. |
Account Application | The form to open a new FL PALM account. |
W-9 Form | A W-9 needs to be submitted to open the initial account with FL PALM. |
Trusteed Account Application | Use this application to open a FL PALM account for funds controlled by a Trustee. |
Contact Record | Complete this form to establish a new contact and/or Connect User with the Trust. |
Close Account Request | Complete this form to close your FL PALM existing account. |
Permissions Form | Complete this form to add, update, remove, or retain a contact(s) and/or their permissions to interact with the Trust. |
Transaction Request | Use this form to initiate a transaction, request a stop payment, or notify FL PALM Client Services of an incoming wire. |
Wire Setup Instructions | Complete this form only if you would like the FL PALM Client Services group to add or remove wire instructions. |
ACH Setup Instructions | Complete this form only if you would like the FL PALM Client Services group to add or remove ACH instructions. |
Dividend Request | Complete this form to request the full balance of an account plus the monthly dividend accrued. |
Schedule A: Trustee Verification | Complete this form in addition to the Trusteed Account Application. |
Signatory Public Addendum | Document to be considered by school board or other corporate body to join the Trust as a participant. |
FAQ Sheet | Answers to frequently asked questions. |
These documents are provided in Adobe® PDF Format. In order to view, edit and print this document, you must have access to Adobe's Acrobat® Reader. Click here to obtain a free copy of the Adobe Acrobat® Reader.
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IMPORTANT MESSAGE: Columbus Day/Indigenous Peoples Day holiday
IMPORTANT MESSAGE: Due to the Columbus Day/Indigenous Peoples Day holiday, the Fund will be closed on Monday, October 14, 2024.
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Updated Information Statement Available
An updated Information Statement, dated October 1, 2024, is now available for review. Please click here to access the document. If you have any questions, please email CSGEast@pfmam.com.
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Alert: Technical Issue
Due to a technical issue, the publication of monthly statements for fixed income separately managed accounts will be delayed. We are working to resolve this issue as soon as possible.
We apologize for any inconvenience. Should you have questions or require assistance, please contact your Relationship Manager or the Client Services Group.
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