Documents

Governing document, participant forms, and financial reports

Governing Documents

These will help get to you started with CalTRUST

Investment Policy

Download PDF
here

Information Statement

Download PDF
here

JPA – Agreement

Download PDF
here

Participation Agreement

Download PDF
here

Participant Documents

FYE 24 Audited Financial Statements

Download PDF

2025 Closures Calendar

Download PDF
here

Participant Portal & Online Trading Guide

Download PDF
here