How To Join
Before You Join
Before initiating your enrollment, please review the Information Statement and Indenture of Trust to understand the commitments and regulations associated with FL SAFE. Please access these documents in the Document Center, Fund Documents section.
For detailed information on investment options available to local government units, including participation in any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act of 1969 (as provided in s. 163.01), please refer to Section 218.415 of the Florida Statutes.
Prior to completing account paperwork to join the pool, your entity will need to enroll in FL SAFE through one of the following methods, depending on your entity’s governance structure:
Instrument of Adoption:
If your entity’s investment policy grants you the authority to manage financial engagements directly, please execute the Instrument of Adoption. This document affirms your approval of the FL SAFE Interlocal Agreement and grants authorization for your participation in FL SAFE. Include a copy of the entity’s investment policy.
Approval of a Resolution:
For entities that require board approval for financial engagements, a formal resolution must be approved by the governing board. Please refer to our Model Resolution, which can be used as a template for obtaining authorization.
Account Set Up
Before proceeding through the account set up steps, please be sure to read the information in the “Before You Join” section and have your entity enroll in the pool via an Instrument of Adoption or Resolution, depending on your entity’s governance structure.
- Fill out our digital application via the Join Now button below
- Track and submit your account forms on the FL SAFE Enrollment Hub
- Sign and send your enrollment package via DocuSign
What You'll Need
Agency Documents
- Investment Policy
- W-9
- Instrument of Adoption or Resolution
Data
- Federal Tax ID Number
- Name, Title, Email and Phone Number for the Primary Authorized Individual
- Wire Instructions
- Fund account details
- Bank account information
- Beneficiary name
- ABA Routing Number
- Intermediary Bank Information (if applicable)
- ACH Instructions (if applicable)
Please note – the account forms do not need to be completed by the agency’s primary authorized individual; however, once the forms have been submitted, the entire DocuSign package will be sent to that individual for their official signature. If you are filling out forms on behalf of the Primary Authorized Individual, please be sure to use that person’s information instead of your own.