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.|
|2020 Annual Report||The annual report for the Trust for the year ended June 30, 2020.|
|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 EON 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.
Important announcement from your program’s investment advisor.
PFM announces agreement to sell PFM Asset Management LLC to U.S. Bancorp Asset Management. Click here for more information.
*** FL PALM has changed its custodian & depository bank to U.S. Bank, N.A. effective March 26, 2021. Please log into your account for new wiring instructions or call the Client Services Group at 877-495-8246 for assistance***
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Account Access and Sign In Button – Domain Name Change
We are transitioning the Account Access (EON) page and this website’s Sign In button domain name from am-auth.pfm.com to am-auth.pfmam.com effective October 23, 2021.
Should you encounter any issues accessing this new site, please inform your IT professionals to allow access to the new domain name *.pfmam.com to ensure that you can continue to visit Account Access (EON) and Sign In to password-protected areas of this website.
If you have any questions, please reach out to our FL PALM team at ClientServices@fl-palm.com or call 877.495.8246.