Optional Services
Optional Services
Optional services can be elected when opening a Master Account or any time in the future
Direct Deposit of State Aid
If you would like the State of Missouri or your county to send your state aid / tax payments directly to your MOSIP account, complete the State of Missouri Vendor ACH/EFT Application. We have inserted our bank information on the enclosed form for your convenience.
Additional Accounts
To open additional, separate account(s) under the same entity name and TIN, complete an Additional Account Authorization Form and Permissions Form for each sub-account.
Bond Issue Information Form
The information provided on the Bond Issue Information Form will be used by the Investment Advisor to prepare reports as to the expenditure of bond proceeds for the Investor as more fully described under “rebate exception services”.
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IMPORTANT MESSAGE: Veterans Day holiday
IMPORTANT MESSAGE: Due to the Veterans Day holiday, the Fund will be closed on Monday, November 11, 2024.
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Updated Information Statement Available
An updated Information Statement, dated October 1, 2024, is now available for review. Please click here to access the document. If you have any questions, please email CSGMWW@pfmam.com.
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Alert: Technical Issue
Due to a technical issue, the publication of monthly statements for fixed income separately managed accounts will be delayed. We are working to resolve this issue as soon as possible.
We apologize for any inconvenience. Should you have questions or require assistance, please contact your Relationship Manager or the Client Services Group.
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