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Smart Money Choices is a free personal financial planning conference series for all Ohioans presented by Treasurer Josh Mandel, and supported by a variety of statewide and regional partners.

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CPIM Exemption Form Information

Public funds managers, excluding county treasurers, who invest in only interim deposits with eligible public depositories (ORC 135.08), no-load money market mutual funds (ORC 135.14) or STAR Ohio (ORC 135.14), or STAR Plus (ORC 135.145) may annually file for exemption from the continuing education requirement found in Ohio Revised Code 135.22.




For questions regarding exemption eligibility, contact your legal advisor, city attorney, and/or county prosecutor for a legal opinion to determine exemption eligibility.  

The Annual Notice of Exemption Form may be obtained here:




The exemption form must be postmarked, emailed or faxed by December 31, 2013 in order to be compliant with Ohio Revised Code 135.22(E).

Electronic Submission

You may file the Annual Notice of Exemption Form electronically by clicking on the Submit button located at the bottom of the exemption form. You must have an email account in order to file your form electronically.

After completing the form, a pop up box will appear asking whether you have a “Desktop Email Application” or an “Internet Email.”  



After selecting which type you have, a new email message will open with your completed Exemption Form attached.  The recipient email address (cpim@tos.ohio.gov) will automatically be populated, and all you need to do is click send to submit the form.

If an email message with the Exemption Form attached does not appear when you click the Submit button, we did NOT receive your form. Contact your IT department or submit the form either by fax or mail.

Other Methods of Submission

 FAX:  (614) 752-8972
 EMAIL:  cpim@tos.ohio.gov
 MAIL:  Ohio Treasurer Josh Mandel
   Attn: Center for Public Investment Management
 30 East Broad Street, 10th Floor
 Columbus, Ohio 43215

You will receive a signed copy of your Annual Notice of Exemption in the mail for your records 2-3 weeks after submission.  If you do not receive this form back, please call our office at (614) 728-4236 or (800) 228-1102, Option #2.

To obtain the form or for questions call (614) 728-4236 or (800) 228-1102, Option #2.



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