FEITF
 
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Forms and Documents

 

 FEITF Account Forms  Description
 Acrobat PDF New Participant/Investor Application  The initial agreement to join FEITF as a Participant/Investor.
 Adobe Account Application  The form to open a new FEITF account.
 Adobe W-9 Form  A W-9 needs to be submitted to open the initial account with FEITF.
 Adobe Trusteed Account Application  Use this application to open a FEITF account for funds controlled by a Trustee.
 Adobe Contact Record  Complete this form to establish a new contact and/or EON User with the Fund.
 Adobe Permissions Form  Complete this form to add, update, remove, or retain a contact(s) and/or their permissions to interact with the Fund.
 Adobe Transaction Request  Use this form to initiate a transaction, request a stop payment, or notify FEITF Client Services of an incoming wire.
 Adobe Wire Setup Instructions  Complete this form only if you would like the FEITF Client Services group to add or remove wire instructions.
 Adobe ACH Authorization Instructions  Provides an overall view of ACH transactions.
 Adobe ACH Setup Instructions  Complete this form only if you would like the FEITF Client Services group to add or remove ACH instructions.
 Adobe Dividend Request  Complete this form to close an account or request the full balance of account plus the dividend accrued.
 Adobe Schedule B:  Trustee Verification  Complete this form in addition to the Trusteed Account Application.
 Adobe Signatory Public Addendum  Document to be considered by school board or other corporate body to join the Florida Education Investment Trust Fund as a participant.
 Adobe FAQ Sheet  Answers to frequently asked questions.

 

FEITF Informational Documents  Description
 Acrobat PDF FEITF Information Statement  A detailed description of the Florida Education Investment Trust Fund.
 Adobe Trust Agreement   A description of FEITF's Trust arrangement.
 Adobe 2018 Annual Report  The annual report for the Florida Education Investment Trust Fund for the year ended June 30, 2018.

 

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.


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. Participants/Investors should consider the Florida Education Investment Trust Fund's (the "Fund") 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.feitf.com.  While the FEITF Portfolio seeks to maintain a stable net asset value of $1.00 per share and the FEITF 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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