Forms & Documents
Forms & Documents
Important announcement from your program’s investment advisor.
PFM announces agreement to sell PFM Asset Management LLC to U.S. Bancorp Asset Management. Click here for more information.
Next Advisory Board Meeting
The next Texas Range Advisory Board meeting will be held at: 9:00 a.m. CT on Wednesday, October 27, 2021 at PFM Asset Management LLC’s office located at 111 Congress Avenue, Suite 2150, Austin, TX 78701
The updated Information Statement is now available for review.
The updated Information Statement, dated September 7, 2021, is now available for review.
Please click here to access the Information Statement.
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|
|2020 Annual Report|
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Account Access and Sign In Button – Domain Name Change
We are transitioning the Account Access (EON) page and this website’s Sign In button domain name from am-auth.pfm.com to am-auth.pfmam.com effective October 23, 2021.
Should you encounter any issues accessing this new site, please inform your IT professionals to allow access to the new domain name *.pfmam.com to ensure that you can continue to visit Account Access (EON) and Sign In to password-protected areas of this website.
If you have any questions, please reach out to our Texas Range team at CSGSouthRegion@pfmam.com or call 866.839.8376.