Open an Account
Open an Account
To invest in FL PALM, please complete the following steps:
Note: Prospective Participants must provide a completed Signatory Public Agency Addendum before an initial investment in the Trust. Prospective Investors must provide a completed New Investor Application and copy of the Public Agency's Investment Policy.
- Read the FL PALM Information Statement.
- Contact a Fund Representative at 1-877-495-8246 with any questions.
Complete and send the following forms to FL PALM Client Services (available on the Forms and Documents section of this site):
- Account Application
- New Participant/Investor Application (if this is your entity's first FL PALM account)
- Contact Record Form
- IRS W-9 Form
- Wire/ACH Setup Instructions
Completed forms can be submitted to FL PALM Client Services by Fax: (800) 252-9551
Or by mail:
FL PALM Client Services
P.O. Box 11813
Harrisburg, PA 17108
*** 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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