Utah State Treasurer David Damschen Navigation
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  • About
    • State Treasurer Marlo Oaks
    • Banking and Cash Management
    • Investments
    • Debt Management
    • Supporting Education
    • Boards and Commissions
    • News Room
    • Policy Issues
      • Letters
      • ESG
      • Asset and Investment Review Task Force
      • Precious Metals Workgroup and Study
      • Natural Asset Companies
    • Utah Homes Investment Program
    • Million Dollar Bill Challenge
    • Mission and Core Values
    • Public Meeting Notices
      • Money Management Council Meetings
      • State Building Ownership Authority Meetings
      • State Finance Review Commission Meetings
      • Asset and Investment Review Task Force
    • GRAMA
    • Contact
  • For Utahns
    • About the Utah Office of State Treasurer
      • State Treasurer Marlo Oaks
    • Unclaimed Property
      • MYCASH.UTAH.GOV
      • MyCash Now
      • Unclaimed Property Data Mapping
      • 2022 Unclaimed Property Webathon
    • Financial Education
      • Utah Financial Education Hall of Fame
        • Utah Financial Education Hall of Fame Inductees
      • Financial Education for Youth and Teachers
        • Financial Literacy Month Resources
        • Utah Treasurer’s Investment Challenge
        • Financial Literacy Community Nights
      • Financial Education for Adults
        • Utah Financial Empowerment Conference: Women in the Money
        • Events and Trainings for Utahns
      • Financial Education Virtual Toolkit
    • Million Dollar Bill Challenge
    • Utah Homes Investment Program
    • Policy Issues
      • Letters
      • ESG
      • Natural Asset Companies
      • Asset and Investment Review Task Force
      • Precious Metals Workgroup and Study
  • For Investors
    • Economic Information
    • Budget and Revenue Information
    • Current Offerings
    • Bond Official Statements
    • Continuing Disclosure Memorandum
    • Annual Comprehensive Financial Report (ACFR)
    • School Bond Guaranty Program
    • Utah Retirement Systems
    • OPEB
    • MSRB EMMA
    • Investor Information Archive
  • For Government
    • Money Management Council
      • Members and Staff
      • Money Management Act
      • Money Management Council Meetings
      • Money Management Council Rules
      • Certified Dealer List
      • Qualified Depository List
      • Certified Investment Advisor List
      • Forms
      • Bank Formal Enforcement Actions
      • Deposit and Investment Reporting
    • Public Treasurer’s Investment Fund (PTIF)
      • PTIF Account Management
      • PTIF Overview
      • PTIF Forms
      • IPAS Login
      • Quarterly PTIF Statistics
      • PTIF Instructions and Information
      • PTIF Rates
      • GASB 31 Fair Value Factor
    • Deposit and Investment Reporting
    • Justice Court Remittance Form
    • County Remittance Form
    • Asset and Investment Review Task Force
    • MYCASH.UTAH.GOV
  • IPAS Login
  • Search
Home For Government Money Management Council Forms

Forms

Application to Become a Certified Investment Adviser

Download Application

Application to Become a Certified Dealer

Download Application

Application to Become a Qualified Depository

Contact Dept. of Financial Institutions

Riley J. Bergstedt 
Supervisor of Credit Unions
State of Utah, Department of Financial Institutions
Email: [email protected]
Office: (801) 538-884

For Government

  • Money Management Council
    • Members and Staff
    • Money Management Act
    • Money Management Council Meetings
    • Money Management Council Rules
    • Certified Dealer List
    • Qualified Depository List
    • Certified Investment Advisor List
    • Forms
    • Bank Formal Enforcement Actions
  • Public Treasurer’s Investment Fund (PTIF)
    • PTIF Forms
    • PTIF Overview
    • PTIF Account Management
    • IPAS Login
    • PTIF Instructions and Information
    • PTIF Rates
    • Quarterly PTIF Statistics
    • GASB 31 Fair Value Factor
  • Deposit and Investment Reporting
  • Justice Court Remittance Form
  • County Remittance Form
  • Asset and Investment Review Task Force
  • MYCASH.UTAH.GOV

Utah Office of State Treasurer

350 N State Street, Suite 180
Salt Lake City, UT, 84114-2315

Contact Us

Phone: 801-538-1042
Office Email: [email protected]
Staff Contact List

About

About the Office
About Treasurer Marlo Oaks
News Room

 

Office Hours

By Phone
Monday – Thursday: 8 AM to 5 PM
Friday: 8 AM to 4 PM

In-Person
Monday – Thursday: 9 AM to 5 PM
Friday: 9 AM to 4 PM

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