search
Client access
Account Forms
Events
FAQs
Search
Contact us
Investments
Investment Funds
Quarterly Reports
Fund Fact Sheets
Shareholder Activism
What We Do Not Invest In
What We Vote For
Planned Giving
Why Giving Matters?
Ways To Give
Resources And Tools
Brown Scholarship
How to Apply
Class of 2023
Class of 2022
Class of 2021
Class of 2020
News & Resources
News
Account Forms
Annual Reports
Brochures
Events
Fiduciary Focus
Responsible Investing
UCF Client Portal
Webinars
Who We Are
About Us
Team
Success Stories
Partners
Contact Us
News and Resources
Discover What's New
News
End-of-Year Statements Are Now Available
End-of-year statement is now available and please check out new video tutorials on making the most of your client portal experience!
Client Portal Innovue
UCF Client Portal: Video Tutorial
UCF team has prepared this video tutorial and PDF document on using Innovue and taking advantage of all its features.
Filter by
All
Account Forms
Annual Reports
Brochures
Client Portal Innovue
Events
Fiduciary Focus
News
Planned Giving
Responsible Investing
Webinars
Sort by
Most recent
Oldest
From A-Z
From Z-A
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.
September 6, 2019
Account Forms
Deposit/Withdrawal Transaction Form
A form to make a deposit to or withdrawal from your account at UCF.
September 5, 2019
Account Forms
Change of Authorized Officers
A form to list the authorized account signatories.
September 4, 2019
Account Forms
Irrevocable Stock/Bond Power
A form to give permission to the sale and deposit of stock or bonds.
September 3, 2019
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.
September 3, 2019
Account Forms
Wire Transfer Instructions
Instructions to use wire transfer.
September 3, 2019
Account Forms
Transfer Between Accounts
A form to transfer funds between two UCF accounts.
September 3, 2019
Account Forms
Asset Allocation
A form to change asset allocation in a single account.
September 3, 2019