Investment Forms

Individuals and trusts, use this form to purchase a new investment.

Churches, presbyteries, and related ministries, use this form to purchase a new investment.

Use this form to renew existing investments.

Fill out this form to receive interest payments and redemptions via direct deposit to your bank account.

For churches with investments, use this form to specify who you'd like to authorize to have access to investment account information.

Fill out this form to add funds to an existing investment.

Use this form to designate a beneficiary for your existing investments.

Use this form to redeem all or part of your investment.