How To Join
How To Join
To invest in NCIP, a prospective Participant must be a North Carolina Unit of Local Government that has completed the New Participant Application and taken other necessary steps to open an account before investing in the Pool.
- Read the NCIP Information Statement.
- Contact a Relationship Manager or the Client Services Group at 833.736.NCIP with questions.
Complete and send the following forms to NCIP Client Services Group (available on the Forms and Documents section of this site):
- New Participant Application (for initial Account only)
- Account Application (for each account, signed by an authorized representative)
- Contact Record (for each person from the participating entity who will interact with the account) -
- Permissions
- IRS W-9 form
- Wire and/or ACH Setup Instructions
Contact the Client Services Group via email (contact_ncip@pfmam.com) or call 833.736.NCIP with any questions or if you need assistance with account paperwork.
Completed forms can be submitted to NCIP Client Services by Fax: 888.535.0120
Or by mail:
North Carolina Investment Pool |
P.O. Box 11813 |
Harrisburg, PA 17108 |
Fax: 888-535-0120 |
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For More Information
To learn more about how NCIP can meet your needs, please email or call 1-833-736-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 (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 PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is an affiliate of PFM Asset Management LLC.
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