Account Forms

New Account Application

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.
Account Forms

Deposit to an Existing Account

A form to make a deposit to your account at UCF.
Account Forms

Authorized Account Signatories

A form to list the authorized account signatories.
Account Forms

Irrevocable Stock/Bond Power

A form to give permission to the sale and deposit of stock or bonds.
Account Forms

Electronic Fund Transfer

Account-holders wishing to change the bank account into which withdrawals are paid must complete a new Electronic Funds Transfer Authorization Form.
Account Forms

Wire Transfer Instructions

Instructions to use wire transfer.
Account Forms

Transfer Between Accounts

A form to transfer funds between two UCF accounts.
Account Forms

Transfer Between Investment Funds

A form to transfer asset between accounts.
Account Forms

Asset Reallocation

A form to change asset allocation in a single account.
Account Forms

Withdrawal

A form to withdraw funds from an account at UCF.