Forms & Documents
Forms & Documents
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IMPORTANT MESSAGE: Memorial Day holiday
IMPORTANT MESSAGE: Due to the Memorial Day holiday, the Fund will be closed on Monday, May 26, 2025.
Reminder: New Self-service Options Available
Self-service capabilities are available for Connect online portal users. They include:
- Account contact record updates
- Managing account contact permissions
- Managing ACH and wire instructions
These capabilities can be found by logging into Connect. From there, self-service options can be found under the "Organizational Settings" tab on your dashboard.
For questions about the Connect online portal or to get your portal set up, email Contact_TexasRange@pfmam.com.
Self-service capabilities are not currently available for all facets of account management.
For additional information or assistance completing any form, please contact a Texas Range Representative at 1-866-839-8376.
Texas Range Forms | Description |
Participant Agreement | The Agreement, or Model Resolution, to join the Texas Range Investment Program as an Investor. |
New Investor Application | The form to become a new Investor in Texas Range. |
Account Application | The form to open individual accounts within Texas Range, e.g., Operating Account, Debt Service Account, etc. |
W-9 Form | A W-9 needs to be submitted to open the initial account with Texas Range. |
Trusteed Account Application | Use this application to open a Texas Range account for funds controlled by a Trustee. |
Trustee Verification - Schedule A | Complete this form in addition to the Trusteed Account Application. |
Contact Record | Complete this form to establish a new Contact with the Program and/or establish online account access. |
Permissions | Complete this form to add, update, remove, or retain a contact(s) and/or their permissions. |
Transaction Request | Use this form to initiate a transaction or notify the Program of an incoming wire. |
Dividend Request Form | Complete this form to request the full balance of the account plus the dividend accrued. |
Wire Setup Instructions | Complete this form only if you would like Texas Range Client Services Group to add or remove wire instructions. |
ACH Setup Instructions | Complete this form only if you would like Texas Range Client Services Group to add or remove ACH instructions. |
Complete this form to add the CD Purchase Program as an investment option to your Texas Range account. | |
Close Account Form | Use this form to close an account. |
Texas Range Information |
Texas Range Information Statement |
2024 Annual Report |
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