Account Forms

•  New Account Application (Funds Description Statement)

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.

•  Asset Reallocation

•  Authorized Account Signatories

•  Deposit to an Existing Account

•  Transfer Between Funds

•  Transfer Between Accounts

•  Wire Transfer Instruction

•  EFT Authorization Form

Account holders wishing to change the bank account into which withdrawals are paid must complete a new Electronic Funds Transfer Authorization Form.

•  Irrevocable Stock/Bond Power

•  Alternatives Fund Description Statement

•  Alternatives Risk Factors Disclosure Statement

•  Alternatives Account Application

•  Withdrawal

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