Arbitrage Rebate Application

How The Qualification Process Works

1. Click here for the application and listing form to print out.
2. Fill in requested information and sign the completed agreement.
3. Send the completed forms, along with qualifying documentation per the instructions on the application.

Qualifications and Documentation

To be eligible for inclusion, submit a signed application along with supporting documentation verifying your firm’s experience during the previous two-year period:

1. A letter from a state or local government unit, tax-exempt borrower, or a conduit borrower confirming that the issuer has retained your firm to provide arbitrage-rebate compliance calculations and/or consulting. The issue(s) must be identified in the letter.
2. A copy of an executed arbitrage rebate on company letterhead, prepared for a state or local government unit, tax-exempt borrower, or conduit issuer.