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.
Investment UpdatesNews

July 2019 Market Review

Following is a summary of the markets and our funds’ performance for the month of July 2019, provided by our Chief Investment Strategist David A. Klassen.
Investment UpdatesNews

August 2019 Market Commentary

Given recent market volatility, we would like to share this thoughtful perspective from David Klassen, UCF’s Chief Investment Strategist.
Investment UpdatesNews

June 2019 Market Review

Following is a summary of the markets and our funds’ performance for the month of June 2019, provided by our Chief Investment Strategist David A. Klassen.