HomeMy WebLinkAbout08-01-19 Correspondence - Montana Board of Investments to Commission - Short Term Investment Pool (STIP) Annual Confirmation MONTANA
BOARD OF INVESTMENTS
Street Address: Department of Commerce Phone:406/444-0001
2401 Colonial Drive,3rd Floor Facsimile:406/449-6579
Helena,MT 59601 Website:www.investmentmt.com
Mailing Address: loll L1inM
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P.O.Box 200126
Helena,MT 59620-0126 _
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August 1, 2019
City Commissioners
CITY OF BOZEMAN
P O Box 1230
Bozeman, MT 59771-1230
RE: Short Term Investment Pool (STIP)Annual Confirmation
STIP Account# Cl BOZMN and Account Name CITY OF BOZEMAN TREA
Dear Local Government STIP Participant:
The information below pertains to your STIP account as it appears on the Montana Board of Investments'
(MBOI) records. If the information provided below is current and correct, no action is required.
Authorized Representative Laurae Clark
Authorized Delegate(s) Kristin Donald
Bank Name US Bank
Bank Account Number(truncated) XXXX6248
If the information provided above is not current or correct, please provide updated information to the
MBOI. We'd ask that you take the following action(s)to provide the MBOI with updated information.
Submit a New STIP Resolution if:
❑ The Authorized Representative has changed
❑ The Bank Name or Account Number has changed AND the Authorized Representative is not
allowed to change the Bank Name or Account Number
❑ Any Authorized Delegates have changed AND the Authorized Representative is not allowed to
change the Authorized Delegates
Submit Exhibit A (STIP Participation Information Form)if.
❑ The Authorized Delegates have changed AND the Authorized Representative is allowed to change
the Authorized Delegates
Submit Exhibit 8(Electronic Funds Transfer Authorization Form)if.
❑ The Bank Name or Account Number has changed AND the Authorized Representative is allowed
to change the Bank Name or Account Number
The STIP Resolution, Exhibit A and Exhibit B can all be found on the Board's website at:
http://investmentmt.com/STIP/Forms
Please direct any questions to April Madden,STIP Program Manager at(406)444-0003 or me at(406)444-
0099.
Sincerely,
Julie Feldman
Financial Manager