Open or Update an Account

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To successfully complete the documents below, please reference the contact roles provided:

 

Principal – Individual who is authorized by the public agency or by statute to execute contractual agreements on behalf of the public agency.
Applies to: The Illinois Funds New Account Application and Change of Information Form (only if Authorized Signer is changing)

 

Authorized Signer – Individual authorized by the public agency to open/close/make changes to the Illinois Funds account.
Applies to: The Illinois Funds New Account Application and Change of Information Form

 

Authorized Trader – Individual(s) authorized by the Authorized Signer to receive balance and transaction information on the Illinois Funds account.

Applies to: The Illinois Funds New Account Application and Change of Information Form

 

TO UPDATE AN ACCOUNT

 

Click HERE to download the Account Change of Information Form to update the partial/full account information on file.

 

Click HERE to download the Transfer Authorization Form to transfer funds from one Illinois Funds account to another Illinois Fund account (when accounts have a different TIN).

 

Click HERE to download the Direct Deposit Setup Form and mail if you would like to add a direct deposit from the Comptroller to an existing account.

 

TO OPEN AN ACCOUNT

 

Click HERE to download the New Account Application and mail to the address indicated on the form. 

 

Click HERE to download the Illinois Funds Terms and Conditions Agreement. Please complete and mail with the new account application. Only one form needed per Participant, not per account.

 

Click HERE to download the Direct Deposit Setup Form and mail along with the application if you would like to add a direct deposit from the Comptroller to the account setup.

 

If you need assistance or have questions about the requirements above please submit an online contact request form and a representative will contact you soon.

 

Instructions for making an opening deposit:

 

By check: Make check payable to the "Illinois Funds." 

Note: All checks must be in U.S. Dollars drawn on a domestic bank. The Fund will not accept payment in cash or money orders. The Fund does not accept post dated checks or any conditional order or payment. To prevent check fraud, the Fund will not accept third party checks, Treasury checks, credit card checks, traveler’s checks or starter checks for the purchase of shares.

 

Mail to: 

The Illinois Funds
c/o U.S. Bancorp Fund Services, LLC

PO Box 701
Milwaukee, WI 53201-0701

 

By wire: Call 1-800-947-8479. 

Note: A completed application is required in advance of a wire.

 

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