Getting Started with NCIP

Participation in NCIP is open to North Carolina units of local government. To invest with the Pool, please complete the below steps. If you have questions regarding the documents needed, or help setting up your Connect account, please contact CSGEast@pfmam.com

Step 1

To invest in NCIP, a prospective Participant must be a North Carolina Unit of Local Government that has completed the New Participant Application and taken other necessary steps to open an account before investing in the Pool.

Read the NCIP Information Statement.
Contact a Relationship Manager or the Client Services Group at 833.736.NCIP with questions.

Step 2

Complete and send the following forms to NCIP Client Services Group (available on the Forms and Documents section of this site):

New Participant Application (for initial Account only)
Account Application (for each account, signed by an authorized representative)
Contact Record (for each person from the participating entity who will interact with the account)
IRS W-9 form

Contact the Client Services Group via email (contact_ncip@pfmam.com) or call 833.736.NCIP with any questions or if you need assistance with account paperwork.

Step 3

Completed forms can be submitted to NCIP Client Services by Fax: 888.535.0120

Or by mail:

North Carolina Investment Pool

P.O. Box 11813

Harrisburg, PA 17108

Fax: 888-535-0120

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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 any fund or other security. Participants should consider the North Carolina Investment Pool’s (“NCIP” or the “Pool”) investment objectives, risks, charges, and expenses before investing in the Pool. This and other information about the Pool is available in the Pool's current Information Statement, which should be read carefully before investing. A copy of the Pool's Information Statement may be available by calling 1-833-736-NCIP (1-833-736-6247) or is available on the Pool's website at www.investncip.com. While the NCIP Liquid Portfolio seeks to maintain a stable net asset value of $1.00 per share, and the NCIP Term Portfolio seeks to achieve a net asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Pool. An investment in the Pool is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Pool are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to the Pool. 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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