Transfer Between Accounts

A form to transfer funds between two UCF accounts.

Transfer Between Investment Funds

A form to transfer asset between accounts.

Deposit to an Existing Account

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

Authorized Account Signatories

A form to list the authorized account signatories.

Asset Reallocation

A form to change asset allocation in a single account.

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.

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.

August 2019 Market Commentary

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

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.

SunTrust Bank to Stop Financing Private Prisons

United Church Funds, a leading provider of investment management to churches and faith-based organizations, commends SunTrust Bank for its decision to stop future financing of the private prison and detention industries.