Forms and Documents
Forms and Documents
FL PALM Informational Documents | Description |
![]() | A detailed description of FL PALM. |
![]() | A description of Trust's arrangement. |
![]() | The annual report for the Trust for the year ended June 30, 2024. |
FL PALM Account Forms | Description |
![]() | The initial agreement to join FL PALM as a Participant/Investor. |
![]() | The form to open a new FL PALM account. |
![]() | A W-9 needs to be submitted to open the initial account with FL PALM. |
![]() | Use this application to open a FL PALM account for funds controlled by a Trustee. |
![]() | Complete this form to establish a new contact and/or Connect User with the Trust. |
![]() | Complete this form to close your FL PALM existing account. |
![]() | Complete this form to add, update, remove, or retain a contact(s) and/or their permissions to interact with the Trust. |
![]() | Use this form to initiate a transaction, request a stop payment, or notify FL PALM Client Services of an incoming wire. |
![]() | Complete this form only if you would like the FL PALM Client Services group to add or remove wire instructions. |
![]() | Complete this form only if you would like the FL PALM Client Services group to add or remove ACH instructions. |
![]() | Complete this form to request the full balance of an account plus the monthly dividend accrued. |
![]() | Complete this form in addition to the Trusteed Account Application. |
![]() | Document to be considered by school board or other corporate body to join the Trust as a participant. |
![]() | 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: Memorial Day holiday
IMPORTANT MESSAGE: Due to the Memorial Day holiday, the Fund will be closed on Monday, May 26, 2025.
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