Forms & Documents

IMPORTANT MESSAGE: Independence Day holiday

IMPORTANT MESSAGE: Due to the Independence Day holiday, the Fund will be closed on Friday, July 4, 2025.

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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

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.