Pooled Money Investment Board

State of California

Official Website: https://www.treasurer.ca.gov/pmia-laif/pmia/program.asp

The Pooled Money Investment Board (PMIB), created by the Legislature in 1955, is comprised of the State Treasurer, as chairman, the State Controller and the Director of Finance. The purpose of the PMIB is to design and administer an effective cash management and investment program, called the Pooled Money Investment Account (PMIA).

Forms & Documents

Browse all Pooled Money Investment Board government forms

All 15 forms

Form Title Topics
Address Change
Agreement for Safekeeping (All Other Depositary Banks)
Agreement for Safekeeping (Depositary is the Federal Reserve Bank)
Authorization Change
Bank Account Change
Contact Information Sheet
Loan Request for Pooled Money Investment Account Loans for State Public Works Board ("SPWB") Bond Programs
Monthly Report of Mortgages Pledges as Collateral (Form STO-TD-203)
New Account
PDF version
Request to Deposit, Withdraw, or Substitute Collateral - Attachment for SBA Only
Request to Deposit, Withdraw, or Substitute Collateral (Form STO-TD-011B)
Request to Deposit, Withdraw, or Substitute Collateral - Mortgages Only (Form STO-TD-011C)
Sample Resolution
Transaction Checklist

Contact Information & Office Locations

1 contact point

Main Office

Address:
915 Capitol Mall
Room 106
P.O. Box 942809
Sacramento, CA 95814

Phone numbers:
  • (916) 653-3147

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