Forms & Documents
Forms & Documents
Click on the PDF file below to view, edit and print registration forms for the PFM Funds.
To open a new account, please complete the New Account Registration Form and the IRS W-9 Form. All executed forms should be sent to the Investment Manager by fax 1-888-535-0120 or by mail to the following address:
c/o PFM Asset Management LLC
213 Market Street
Harrisburg, PA 17101
If you have any questions about the account registration forms, please call the Investment Manager at 1-800-338-3383 for assistance.
Important Fund Documents
Click on the links below to read important documents published by PFM Funds.
|Important Fund Documents||Effective Date|
|Summary Prospectus - Government Select Series/Institutional Class||October 28, 2020|
|Statutory Prospectus||October 28, 2020, as Amended September 8, 2021 and November 20, 2020|
|Statement of Additional Information||October 28, 2020, as Amended September 8, 2021 and November 20, 2020|
|Annual Report||June 30, 2021|
|Semi Annual Report||December 31, 2020|
|October 28, 2020|
The Fund's prospectus and recent financial reports can be viewed online by clicking on the links above. You may request that a copy of prospectus be mailed to you by contacting the Fund's distributor, PFM Fund Distributors, Inc. at 1-800-338-3383. You can also review and copy the Fund's reports at the Public Reference Room of the SEC or at the SEC's website at http://www.sec.gov*
* The link above is to a third-party website which is external to the Fund's website. The Fund has not participated in the preparation of the material contained on this third-party website and does not explicitly or implicitly endorse or approve the information contained therein.
**The electronic files are available in XBRL (eXtensible Business Reporting Language) format, which requires special viewer software to be read. You can download special Interactive Data Viewer software and also copies of the PFM Funds' XBRL filings on the SEC's website at http://xbrl.sec.gov/. For prospectuses, only the Risk/Return Summary section of it and any updated supplements to that section are available in XBRL format.
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.
Important announcement from your program’s investment advisor.
PFM announces agreement to sell PFM Asset Management LLC to U.S. Bancorp Asset Management. Click here for more information.
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