Account Forms

New Account Application

This 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/Withdrawal Transaction Form

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

Change of Authorized Officers

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

Asset Allocation

A form to change asset allocation in a single account.