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Investment Unit

     
    INVESTMENT FORMS

 

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You will need Adobe Reader Software to read the documents presented here.
 

     With Adobe Reader you will also be able to use the forms as templates and enter information in most response fields. However, you may not make entries in any signature field or any signature related date field. Such entries must be made manually.

     With Adobe Reader, after filling out the template (or when you simply want to download a copy to your PC for later use), you may save the template. Refer to the Save the Template Instructions under the Instructions for Using the Form Template Options segment of this section.

 
    Instructions
 
Note on Compliance Forms:
 

Please be advised only new vendors or vendors with a submission deadline related to an RFP may use the forms on this page. PERAC has NEW Compliance Forms for existing vendors. Annual disclosure forms for 2014 will be sent to all vendors by the end of the year (2014). If you are an existing vendor in our system please do not use the forms on this page for your 2014 filings. If you have questions, please contact our Compliance Officer Tom O’Donnell at 617-666-4446 extension 922.

 
Applications For Exemption From Investment Restriction For:
 
    
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Retirement Board Forms:
 
 
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