Change of Authorized Officers

A form to list the authorized account signatories.

United Church Funds Brochure

UCF general brochure that highlights the benefits of investing with UCF and describes the various socially responsible investment funds UCF offers.

The Essentials of Endowments

The Essentials of Endowments is from the Building a Legacy series that includes essential information on endowments.

Beyond Fossil Fuels Funds Brochure

This brochure describes the main elements of the Beyond Fossil Fuels Fund and Beyond Fossil Fuels Balanced Fund.

Irrevocable Stock/Bond Power

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

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.

Wire Transfer Instructions

Instructions to use wire transfer.

Transfer Between Accounts

A form to transfer funds between two UCF accounts.

Asset Allocation

A form to change asset allocation in a single account.

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.