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Reminder: New Self-service Options Available

Self-service capabilities are available for Connect online portal users. They include:

  • Account contact record updates
  • Managing account contact permissions
  • Managing ACH and wire instructions

These capabilities can be found by logging into Connect. From there, self-service options can be found under the "Organizational Settings" tab on your dashboard.

For questions about the Connect online portal or to get your portal set up, contact CSGEast@pfmam.com.

Self-service capabilities are not currently available for all facets of account management.

Click on the links below to read important documents published by the Program.

NJARM Program Information
Information Statement
Shared Services Investment Agreement 
Program By-laws
2024 Annual Report 

Click on the PDF file below to view and print registration forms.

NJARM Forms
Model Resolution/Ordinance  
New Investor Application 
Account Application Form
Trusteed Account Application  
Schedule A 
Form W-9 
Contact Record 
Permissions 
Transaction Request Form  
Dividend Request Form   
Wire Setup 
ACH Setup 
Order Form - Checks and Envelopes  
Close Account Request  
Participant to Participant Setup

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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 units of the NJ/ARM Joint Account, NJ/TERM or any other security. Investors should consider the investment objectives, risks, charges and expenses before investing in the NJ/ARM Joint Account and NJ/TERM. This and other information about the NJ/ARM Joint Account and NJ/TERM are available in the NJ/ARM Information Statement, which contains important information and should be read carefully before investing. A copy of the NJ/ARM Information Statement may be obtained by calling 1-800-535-7829 or is available on the NJ/ARM website at www.njarm.com. While the NJ/ARM Joint Account seeks to maintain a stable net asset value of $1.00 per unit and NJ/TERM investments seek to achieve a net asset value of $1.00 per unit at their stated maturity, it is possible to lose money investing in the NJ/ARM Joint Account and NJ/TERM. An investment in the NJ/ARM Joint Account or NJ/TERM is not guaranteed or insured by the Federal Deposit Insurance Corporation or any other government agency. Units of NJ/ARM are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to NJ/ARM. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorp and affiliate of U.S. Bank N.A.


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