Glossary of Investment Terms
September 4, 2019 5:59 pm Leave your thoughtsA list of commonly used investment terms.
Author Archives for Debbie Wibowo
Change of Authorized Officers
September 4, 2019 5:48 pm Leave your thoughtsA form to list the authorized account signatories.
About United Church Funds
September 4, 2019 3:55 pm Leave your thoughtsUCF general brochure that highlights the benefits of investing with UCF and describes the various socially responsible investment funds UCF offers.
The Essentials of Endowments
September 4, 2019 3:44 pm Leave your thoughtsThe Essentials of Endowments is from the Building a Legacy series that includes essential information on endowments.
Beyond Fossil Fuels Funds Brochure
September 4, 2019 3:41 pm Leave your thoughtsThis brochure describes the main elements of the Beyond Fossil Fuels Fund and Beyond Fossil Fuels Balanced Fund.
Irrevocable Stock/Bond Power
September 3, 2019 6:25 pm Leave your thoughtsA form to give permission to the sale and deposit of stock or bonds.
Electronic Fund Transfer
September 3, 2019 6:21 pm Leave your thoughtsAccount-holders wishing to change the bank account into which withdrawals are paid must complete a new Electronic Funds Transfer Authorization Form.
Wire Transfer Instructions
September 3, 2019 6:20 pm Leave your thoughtsInstructions to use wire transfer.
Transfer Between Accounts
September 3, 2019 6:17 pm Leave your thoughtsA form to transfer funds between two UCF accounts.
Asset Allocation
September 3, 2019 5:45 pm Leave your thoughtsA form to change asset allocation in a single account.