Forms and Documents

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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, contact CSGMWW@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 Fund representative at 1-866-249-9443.

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Forms & Documents

Participant to Participant Transfer Setup

Resolution

IRS Form W-9

New Investor Application

Account Application

Trusteed Account Application

Investment Advisory Account Application and Agreement

Schedule - A Trustee Verification

Transaction Request Form

ACH Setup Instructions

Wire Setup Instructions

Contact Record

Permissions

Dividend Request

Order Form Deposit Tickets

Close Account Request

Click on the links below to read important documents published by the Fund.

WGIF Program Information

Fact Sheet

Information Statement

Declaration Of Trust (Interlocal Agreement)

Annual Report dated June 30, 2024

Guide - How To Read Your WGIF Month End Statement

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This information is for institutional investor use only and 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 Wyoming Government Investment Fund’s (“WGIF”) investment objectives, risks, charges and expenses before investing in the WGIF. This and other information about WGIF is available in the WGIF’s current Information Statement, which should be read carefully before investing. A copy of the WGIF’s current Information Statement may be obtained by calling 1-866-249-9443; and is available on the WGIF website (www.wgif.org). While the WGIF Liquid Asset Series seeks to maintain a stable net asset value of $1.00 per share and each WGIF TERM Series seeks to achieve a net asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in WGIF. An investment in WGIF is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency Shares of WGIF are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to WGIF. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorp and affiliate of U.S. Bank N.A.