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.

Transfer Between Investment Funds

A form to transfer asset between accounts.

Asset Reallocation

A form to change asset allocation in a single account.

Withdrawal

A form to withdraw funds from an account at UCF.

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.