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Forms and Documents

 

PLGIT Forms/Documents
Acrobat Account Application  
Acrobat ACH Authorization Instructions  
Acrobat ACH Setup Instructions  
Acrobat Certificate of Deposit Placement Program Application and Investment Advisory Agreement 
Acrobat Check Ordering Overview and Instructions  
Acrobat Check Order Form  
Acrobat Check Style and Format Examples  
Acrobat Check Imaging Services  
Acrobat Check Writing  
Acrobat Checkwriting Authorization  
Acrobat Close Account Request  
Acrobat Commonwealth of PA Electronic Payment Program (PEPP) for Municipal Entities  
Acrobat Commonwealth of PA Electronic Payment Program (PEPP) for School Entities  
Acrobat Contact Record 
Acrobat Direct Deposit Programs  
Acrobat Dividend Request Form  
Acrobat Electronic Federal Tax Payment System 
Acrobat New Investor Application  
Acrobat Permissions 
Acrobat PLGIT CD Purchase Program Overview 
Acrobat PLGIT Class Frequently Asked Questions  
Acrobat PLGIT Important Terminology  
Acrobat PLGIT Lockbox - Deposit Tickets  
Acrobat PLGIT Lockbox - Overview and Instructions  
Acrobat PLGIT P-card  
Acrobat Sample Resolution  
Acrobat Schedule A - Bond Issue Information  
Acrobat Schedule B - Trustee Designation  
Acrobat Short Ad Ordinance  
Acrobat Summary of Policies PLGIT Deposits and Withdrawals  
Acrobat Transaction Request Form  
Acrobat Trusteed Account Application  
Acrobat W-9 Form 
Acrobat Wire Setup Instructions  

 

PLGIT Program Information
Acrobat 2018 Annual Report 
Acrobat PLGIT/TERM Series LLL 6/30/15 Interim Financial Statements 
Acrobat Declaration of Trust  
Acrobat PLGIT Information Statement  

 

 

For additional information or assistance completing any form, please contact a PLGIT marketing representative at 1-800-572-1472.

 


 

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 the investment objectives, risks, charges and expenses before investing in any of the Trust’s portfolios. This and other information about the Trust’s portfolios is available in the current Information Statement, which should be read carefully before investing. A copy of the Information Statement may be obtained by calling 1-800-572-1472 or is available on the Trust’s website at www.plgit.com. While the PLGIT, PLGIT/ARM and PLGIT/PRIME portfolios seek to maintain a stable net asset value of $1.00 per share and the PLGIT/TERM portfolio seeks to achieve a net asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Trust. An investment in the Trust is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Trust’s portfolios 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.

A description of the PLGIT CD Purchase Program is contained in the PLGIT Information Statement. The Information Statement contains important information and should be read carefully before investing. Investors may purchase Certificates of Deposit through the PLGIT CD Purchase Program only by executing an investment advisory agreement with the Trust’s Investment Adviser, PFM Asset Management LLC.

SMPLGIT, PLGIT-Class Shares, PLGIT/PLUS-Class Shares, PLGIT/I-Class SharesPLGIT/PRIME, PLGIT/TERM, PLGIT-CD, PLGIT/ARM, PLGIT/SAM, and PLGIT-CAP are service marks of the Pennsylvania Local Government Investment Trust.

 

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