Pension Fund Communication
• IPOPIF Transfer Notification Letter: Procedures for the Transition of Assets – October 1, 2024
• Asset Certification Process and CPA Assignments
• Participant Fund Cash Management and Custodian Account Access Memorandum
• IPOPIF Transfer Checklist
• IDOI Siren: Use of Money Market Mutual Funds by Article 3 & 4 Funds
Documents for the Transfer of Assets
• Board Resolution appointing Authorized Agents (Exhibit A)
• Form of Notice (Exhibit B)
• Cash Access Form [eCFM] (Exhibit C)
• Board Resolution appointed Authorized Representatives for Cash Access Form (Exhibit D)
Rules and Policies for the Transfer of Assets
• Transfer of Assets Rule (AR 2021-02)
• Authorized Agents Rule (AR 2021-03)
• Cash Management Policy (PP-2022-01)