Welcome to FL SAFE!
You’re just a few simple steps away from setting up your FL SAFE account.
- 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.