FVIT MEMBER TRANSACTION FORM



Name ____________________________________


Contribution I wish to contribute $______________ to the Fox Valley Investment Team. I understand there is no guarantee that the team will maintain the value of my investment and that past performance is no indication of future returns. I agree with the investment philosophy and organizational procedures described in the latest edition of the Fox Valley Investment Team Policy Manual.


Signature _________________________________     Date ____________
 

 
Redemption request

1 week (5% fee)

90 days

When available
I submit my request to redeem $_____________ from the Fox Valley Investment Team. The transaction will take place after the Treasurer receives this request and within the time I indicated at the left. I understand that the transaction will be based on the share price at the transaction time as described in the Fox Valley Investment Team Policy Manual.


Signature _________________________________     Date ____________
 

 
Proxy for
     specific dates

Standing
     proxy
I authorize the team member indicated below to vote on my behalf during my absence as specified.

Voting member ________________________   Meeting dates ___________

Authorization
Signature __________________________________   Date _____________




To be completed by the Treasurer for a contribution or redemption:

FVIT share price ____________
Expense payment ____________
Amount less expense ____________
Total shares before ____________
Shares this transaction ____________       Payment received/distributed ______________________
Total shares after ____________ (Treasurer's signature)