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Forms and Documents


FL PALM Informational Documents Description
  adobe_pdf_document_iconfinal FL Palm Info Statement A detailed description of FL PALM.
  adobe_pdf_document_iconfinal Trust Agreement  A description of Trust's arrangement.
  adobe_pdf_document_iconfinal 2019 Annual Report  The annual report for the Trust for the year ended June 30, 2019.

 

 

 FL PALM Account Forms Description
  adobe_pdf_document_iconfinal New Participant/Investor Application The initial agreement to join FL PALM as a Participant/Investor.
  adobe_pdf_document_iconfinal Account Application The form to open a new FL PALM account.
  adobe_pdf_document_iconfinal W-9 Form A W-9 needs to be submitted to open the initial account with FL PALM.
  adobe_pdf_document_iconfinal Trusteed Account Application Use this application to open a FL PALM account for funds controlled by a Trustee.
  adobe_pdf_document_iconfinal Contact Record Complete this form to establish a new contact and/or EON User with the Trust.
  adobe_pdf_document_iconfinal Close Account Request Complete this form to close your FL PALM existing account.
  adobe_pdf_document_iconfinal Permissions Form Complete this form to add, update, remove, or retain a contact(s) and/or their permissions to interact with the Trust.
  adobe_pdf_document_iconfinal Transaction Request Use this form to initiate a transaction, request a stop payment, or notify FL PALM Client Services of an incoming wire.
  adobe_pdf_document_iconfinal Wire Setup Instructions Complete this form only if you would like the FL PALM Client Services group to add or remove wire instructions.
  adobe_pdf_document_iconfinal ACH Setup Instructions Complete this form only if you would like the FL PALM Client Services group to add or remove ACH instructions.
  adobe_pdf_document_iconfinal Dividend Request Complete this form to request the full balance of an account plus the monthly dividend accrued.
  adobe_pdf_document_iconfinal Schedule B:  Trustee Verification Complete this form in addition to the Trusteed Account Application.
  adobe_pdf_document_iconfinal Signatory Public Addendum Document to be considered by school board or other corporate body to join the Trust as a participant.
  adobe_pdf_document_iconfinal 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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This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider Florida Public Assets for Liquidity Management (the "Fund" or "FL PALM") investment objectives, risks, charges and expenses before investing. This and other information about the Fund is available in the Fund's Information Statement, which should be read carefully before investing. Copies of the Fund's Information Statement may be obtained by calling 1-877-495-8246 or are available on the Fund's website at www.fl-palm.com.  While the FL PALM Portfolio seeks to maintain a stable net asset value of $1.00 per share and the FL PALM Term Portfolio seeks to achieve a new asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Fund. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Fund are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is a wholly owned subsidiary of PFM Asset Management LLC. 

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