Documents Needed to Open a Wisconsin CLASS Account:
Participation in CLASS is available to any county, city, village, township, school district, authority, or any other political subdivision organized under the laws of the State of Wisconsin. To join, such public entities need only to become party to the Agreement by adopting the necessary authorizing resolution (including in Registration Packet), and by providing a certified copy of such resolution to Cutwater Investor Services Corp. (CISC). CISC will then notify the Custodian and the other Participants in writing, and commence the procedures necessary for the new Participant to begin using the program. Pursuant to applicable state law, Cutwater Investor Services Corp. (CISC) will review your investment policy and return the appropriate acknowledgment.
• Investment Policy
• Registration Packet
Documents Needed to Manage Your Existing Wisconsin CLASS Account:
Current Wisconsin CLASS Participants may now access the following forms to manage their accounts by logging into Client Connection. If you do not have a PIN or need assistance, please contact Client Services at 800-395-5505.
• Wire Instructions
• Authorized Signatory Form
• Bank Amendment Form
• Investment Form
• Disbursement Form
• ACH Investment Form
• ACH Disbursement Form
Annual Reports
Other Documents