Forms

All forms must be signed by an authorized signor as listed on your Board's Letter of Incumbency, unless otherwise specified.

Clicking on a form displayed below will download a PDF file of the form.

Cash Processing Forms

• Deposit Form
  Used to invest cash in the PRIT Fund.
• Redemption Form
  Used to redeem cash from the PRIT Fund.
• Exchange Form
  Used to move cash between PRIT Fund investment portfolios.
• Wire Instruction Form
  Used to provide PRIM with standing wire instructions.
• Monthly Maintenance Balance Form
  Used to provide PRIM with a standing monthly maintenance balance and/or monthly automatic redemption amount.  

Miscellaneous Forms

• Letter of Incumbency
  Used to provide PRIM with a list of authorized signors.
• Electronic Statement Delivery Authorization
  Used to provide PRIM with the distribution list of individuals requiring monthly statements.

• Forms
• Procedures