Online Self Service

Account 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.

Forms & Documents

Click on the links below to access important documents. Forms below can be viewed, edited, and printed. If you are a new participant, please visit the How to Get Started page for instructions on how to open your account.

Forms

New Participant Application

Account Application

Trusteed Account Application

Close Account Request

IRS W-9

Schedule A - Trustee Verification

New Participant Application

Account Application

Trusteed Account Application

Close Account Request

IRS W-9

Schedule A - Trustee Verification

Forms (Continued)

Contact Record

Dividend Request

Permissions

Transaction Request

Participant to Participant Setup

Contact Record

Dividend Request

Permissions

Transaction Request

Participant to Participant Setup

Fund Documents

Indenture of Trust

By-Laws

Information Statement

Annual Report dated June 30, 2025

Indenture of Trust

By-Laws

Information Statement

Annual Report dated June 30, 2025

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