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 find all the necessary forms to maintain their accounts on this page.

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

 

Other Program Documents

• Enabling Legislation for TrustINdiana
• TrustINdiana Investment Policy