How To Invest
How To Invest
To participate in Virginia SNAP and invest in the SNAP Fund you must complete the following steps:
New Participants (first time investors):
Complete the following steps to join the SNAP Program
- Read the Information Statement and the Contract
- Contact a Program Representative to have your questions answered
- Have your governing body adopt the Sample Resolution or provide the Alternative Participation Agreement
- Complete the New Investor Application
- Complete the appropriate forms as listed below for Existing Participants
For revenue bond issues and other bond issues that involve a trustee
Complete the following forms/steps to open a new account
- Trusteed Account Application
- Provide a Program Representative with a copy of the applicable Trust Indenture/Agreement
- Schedule A – Trustee Verification Form
- Permissions Form
- Contact Record Form
Complete the following forms to open a new account
- Account Application
- Permissions Form
- Contact Record Form
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Save the date!
Virginia SNAP participants are invited to the 2025 SNAP Users’ Group Meeting, which will be held on September 25 in Spotsylvania, Virginia.
Keep an eye on your email for further details, including an agenda and CPE information. In the meantime, reach out to Scott Fleming (flemings@pfmam.com) if you have any questions.
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