FMIvT Membership Information
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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. See the linked "Model Resolution." |
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| 3) COMPLETE APPLICATION FORMS. (Click each of the following items to download) |
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Membership Application, Participation Agreement, Signature Card and Resolution are submitted to the Administrator for approval. Entity must fill out a separate Membership Application and Signature Card for each portfolio in which it wishes to become a Member.
4) TRANSFER FUNDS. After becoming a member of the Trust, contributions can be remitted by wire transfer through the Federal Reserve. Please contact Kathy Sexton @ 800-616-1513, extension 262 for forms. |
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| Contribution/Redemption Forms may be faxed, however, please follow-up by mailing the signed form to the FLC office (address on form). |
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