1) AMEND ORDINANCE/POLICY (if necessary). Some local governments may need to amend their investment policies or ordinances in order to become a member of the Florida Municipal Investment Trust.
2) APPROVE RESOLUTION.
3) COMPLETE APPLICATION FORMS. Contact
Dana Bucklin.
- Membership Application
- Participation Agreement
- Signature Card
- Model Ordinance/Resolution
Membership Application, Participation Agreement, Signature Card and Resolution are submitted to the Administrator for approval.
4) TRANSFER FUNDS. After becoming a member of the Trust, contributions can be remitted by wire transfer through the Federal Reserve or via ACH. Forms are available below.
Participant statements can be downloaded off
iPAS.
For any questions, contact
Dana Bucklin.
Contribution/Redemption Forms
Public Records Request