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Public Finance Division

Pooled Money Investment Account (PMIA) Loan Application

• Microsoft Word Document

Requests for Statements of Qualifications

Responses to Requests for Statements of Qualifications (RFQs) are accepted on an ongoing basis. Please direct questions regarding the RFQs to InvestorRelations@treasurer.ca.gov

Bond Counsel

• PDF Version
• Word Version

Municipal Advisor

• PDF Version
• Word Version

Underwriter

• PDF Version
• Word Version

Local Agency Investment Fund

• Address Change
• Authorization Change
• Bank Account Change
• New Account
• Sample Resolution
• Transaction Checklist