Account Forms
Account Documents |
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Deposit to an Existing Account |
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Withdrawal |
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Transfer Between Funds |
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Transfer Between Accounts |
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Asset Reallocation |
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Account Application Form |
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New Account Application (FDS) Formally known as the Funds Description Statement, this eight-page document functions as a type of prospectus for United Church Funds, describing our various funds, policies, investment objectives and risks, considerations for fund selection and more. (1.1MB) |
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EFT Authorization Form Account holders wishing to change the bank account into which withdrawals are paid must complete a new Electronic Funds Transfer Authorization Form. |
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Investor Receipt & Agreement The Receipt & Agreement represents the contract between United Church Funds and each investor. This document is provided as a sample. |
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Irrevocable Stock/Bond Power |