Forms & Documents

For additional information or assistance completing any form, please contact a Texas Range Representative at 1-866-839-8376.

Texas Range FormsDescription
Participant AgreementThe 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 FormA 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 FormComplete 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 FormUse this form to close an account. 


Texas Range Information  
Texas Range Information Statement
2023 Annual Report


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For More Information

To learn more about how Texas Range can meet your needs, please email or call 1-866-839-8376 to speak to a Texas Range Representative.

This information is for institutional investors, 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 Texas Range Investment Program's (the "Program’s") investment objectives, risks, charges and expenses before investing. This and other information about the Program is available in the Program's Information Statement, which should be read carefully before investing. A copy of the Program's Information Statement may be obtained by calling 1-866-839-8376 or is available on the Program's website at  While TexasDAILY and TexasDAILY Select seek to maintain a stable net asset value of $1.00 per share and TexasTERM 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 Program. An investment in the Program is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Shares of the Program are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) ( and Securities Investor Protection Corporation (SIPC) ( PFM Fund Distributors, Inc. is an affiliate of PFM Asset Management LLC.

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