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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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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 Missouri Securities Investment Program's portfolios. This and other information about the Program's portfolios is available in the Program's current Information Statement, which should be read carefully before investing. A copy of the Information Statement may be obtained by calling 1-877-MY-MOSIP or is available on the Program's website at  www.mosip.org. While the MOSIP Liquid Series seeks to maintain a stable net asset value of $1.00 per share and the MOSIP Term portfolio seeks to achieve a net asset value of $1.00 per share at the stated maturity, it is possible to lose money investing in the Program. An investment in the Program is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Program'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 an affiliate of PFM Asset Management LLC.

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