Document Center

Documents Needed to Open a TrustINdiana Account:

Participation in TrustINdiana is available to any Indiana local unit of government or the State of Indiana. To join TrustINdiana, a local government unit’s Finance Officer needs to download and read a copy of the Information Statement, download and complete a copy of the Account Registration Form, and deliver these forms to the TrustINdiana Client Service Desk via

or fax (1-800-765-7600). All necessary forms for registering are available below.

• Information Statement
• Account Registration Form
  

 

Documents Needed to Manage Your Existing TrustINdiana Account:

Current TrustINdiana Participants can now find all the necessary forms listed below to maintain their accounts by logging into Client Connection.  If you do not have a PIN or need assistance, please contact Client Services at 888-860-6242.

• ACH Debit Credit Authorization
• ACH Disbursement Form
• ACH Investment Form
• Authorized Signatory Form
• Bank Amendment Form
• Disbursement Form
• Investment Form
• Transfer Form
• Wire Instructions
  

 

Annual Report:

• TrustINdiana 2008 Annual Report
• TrustINdiana 2009 Annual Report
• TrustINdiana 2010 Annual Report
• TrustINdiana 2011 Annual Report
• TrustINdiana 2012 Annual Report

Other Program Documents:

• Enabling Legislation for TrustINdiana
• TrustINdiana Investment Policy July 8, 2009
• TrustINdiana Investment Policy - Amended 2012
• Amendment to Investment Policy (March 2012)
• Amendment to Investment Policy (April 2012)
• Amendment to Investment Policy (August 2012)
• Amendment to Investment Policy (May 2013)