Forms and Documents
Forms and Documents
Important Fund Documents
Click on the links below to read important NCIP documents.
| Documents |
 Indenture of Trust |
| By-Laws |
| Information Statement |
| Annual Report dated June 30, 2024 |
Forms
Click on the PDF file below to view, edit and print forms for NCIP.
If you are a new Participant, please complete the New Participant Application, Account Application, Contact Record, Wire Setup Instructions, ACH Setup Instructions and the IRS W-9. Completed account documentation should be submitted via Connect or mailed or faxed to:
| NCIP Client Services Group |
| P.O. Box 11813 |
| Harrisburg, PA 17108 |
| Fax: 888-535-0120 |
If you are a current Participant and you want to open a new account please complete an Account Application, Wire Setup Instructions and ACH Setup Instructions. Completed account documentation should be submitted via Connect or mailed or faxed to:
| NCIP Client Services Group |
| P.O. Box 11813 |
| Harrisburg, PA 17108 |
| Fax: 888-535-0120 |
These documents are provided in Adobe® PDF format. In order to view, edit and print these documents, you must have access to Adobe's Acrobat® Reader. Click here to obtain a free copy of the Adobe Acrobat® Reader.
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Updated Information Statement Available
An updated Information Statement, dated October 1, 2024, is now available for review. Please click here to access the document. If you have any questions, please email CSGEast@pfmam.com.
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For More Information
To learn more about how NCIP can meet your needs, please email or call 833.736.NCIP (6247) to speak to an NCIP Representative.
This information is for institutional investor use only, 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. Participants should consider the North Carolina Investment Pool’s (“NCIP” or the “Pool”) investment objectives, risks, charges, and expenses before investing in the Pool. This and other information about the Pool is available in the Pool's current Information Statement, which should be read carefully before investing. A copy of the Pool's Information Statement may be available by calling 1-833-736-NCIP (1-833-736-6247) or is available on the Pool's website at www.investncip.com. While the Pool seeks to maintain a stable net asset value of $1.00 per share, it is possible to lose money investing in the Pool. An investment in the Pool is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Pool 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 the Pool. 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.
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