Same day deposit /withdrawal of funds (fax 714-834-2912 by 9:30am PST) Withdrawals over $5 million (24-hour notice) Unlimited transactions per month No maximum dollar amount of investment per account Transactions may be requested by fax 10 calendar days in advance of effective date
You will need a resolution from your legislative body to have the Orange County Investment Pool (OCIP) added to your allowable investments, sign an agreement and also include language in your Investment Policy Statement. Form of Sample Resolution (87.5 KB) Form of Agreement for Deposit and Investment (26.3 KB) OCIP...
Transaction Request Form-1 or 2 signatures (5.19 MB) Request For Agency Address Change (4.75 MB) Authorization for Changing Bank and / or Account Numbers (4.78 MB) Form of Agreement for Deposit and Investment (26.3 KB) Procedures for Voluntary Participant Transactions (151.7 KB)
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