Open or Update an Account

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TO UPDATE AN ACCOUNT

Please complete the applicable below form and mail to the address indicated on the form. Please use a separate form for each account.

 

Click HERE to download the Account Change of Information Form for existing Illinois Funds participants to update the full account information on file.

 

If the bank instructions are changing, please be sure to provide a signature guarantee stamp from a bank or other financial institution. 

 

If only the primary authority is changing, please provide the following documents:

 

One of the following:

  • Current list of authorized signers that includes the designation of the primary authority on letterhead
  • Corporate resolution that includes the designation of the primary authority on letterhead

And

 

One of the following:

  • Enabling Statue OR
  • Bylaws OR
  • Meeting Minutes on letterhead OR
  • Municipal Charter OR
  • Articles of Incorporation

 

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

 

 

TO OPEN AN ACCOUNT

Existing participants please click HERE to download a New Account Application and mail to the address indicated on the form.

 

New participants with The Illinois Funds please click HERE to download the New Account Application and mail to the address indicated on the form.  Along with the form, please provide the following documentation:

 

One of the following:

  • Current list of authorized signers that includes the designation of the primary authority on letterhead

  • Corporate resolution that includes the designation of the primary authority on letterhead

And

 

One of the following:

  • Enabling Statue OR
  • Bylaws OR
  • Meeting Minutes on letterhead OR
  • Municipal Charter OR
  • Articles of Incorporation

 

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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