There are three steps to enrolling in FL-FIT. Forms or examples have been provided beneath each step to streamline the enrollment process:
- Complete, including signature, the Shareholder Application.
- The second step of enrollment is determined by your Investment Policy Statement.
If you are allowed, by your investment policy statement, to act on behalf of your government entity to engage in financial relationships, such as opening a bank account, please draft and complete an Instrument of Adoption.
If your investment policy requires board approval for entrance into financial relationships, such as a bank account, please draft and complete a Resolution.
- Members of FASD ONLY. Please complete the FASD Disclosure Statement.
- Submit the completed documents by mail to:
Water Walker Investments
P.O. Box 9691
Tampa, FL 33674
Please contact FL FIT with any questions regarding submission.