Become A New Participant

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 IPS Enabling Language (65.1 KB)
 Authorization for Transfer of Funds (5.27 MB)
 Authorization for Changing Bank and / or Account Numbers (4.78 MB)
 Request For Agency Address Change (4.75 MB)
 Transaction Request Form-1 or 2 signatures (5.19 MB)
 Procedures for Voluntary Participant Transactions (151.7 KB)