Get Pension Investment Contract

Completing the Pension Investment Contract online is a straightforward process that ensures your investment information is accurately recorded. This guide will provide you with step-by-step instructions to help you navigate each section of the form with confidence.

Follow the steps to successfully complete the Pension Investment Contract online.

1. Click ‘Get Form’ button to access the online Pension Investment Contract and open it in your preferred editor.
2. Provide your entity information. Fill in fields such as Entity EIN/TIN, Entity Name, and Filing Status. Ensure that you select the appropriate option regarding your entity type.
3. Fill in the address details of your entity, including street address, city, state, and zip code, along with a contact phone number and email address for communications regarding this form.
4. Complete the Principal Officers section by entering the required information for each listed officer, including their name, title, employer (if applicable), and home address. Ensure to check the box if a position does not exist or if a person is replacing someone.
5. Proceed to the Principal Owners section. Enter the details of individuals or organizations that own or control 10% or more of the entity. Include their names, titles, and relevant information. If no such owners exist, select the appropriate box.
6. Fill out the Senior Managers section by providing identification information for all senior managers who oversee transactions with the City. This includes their names, titles, and relevant details.
7. Review all entered information for accuracy. If changes have been made, contact information for previous individuals can be provided as required.
8. Complete the Certification section by entering the certifier's name, title, entity name, and contact phone number. Sign and date the form to confirm accuracy.
9. Once all sections are filled out, save your changes before downloading, printing, or sharing the completed form as needed.

Start completing your Pension Investment Contract online today to ensure a smooth submission process.