
Forms
Below is a list of the various forms and other resources that you might need that can also be found around the website.
IRAs
Traditional IRA Forms
Traditional Individual Retirement Account Application
Traditional IRA Withdrawal Form
Traditional IRA Contribution Form
Need help deciding on a contribution? Check out the Traditional IRA Contribution Eligibility Form.
Roth IRA Forms
Roth Individual Retirement Account Application
Need help deciding on a contribution? Check out the Roth IRA Contribution Eligibility Form.
ESAs
Coverdell Education Savings Account Application
Coverdell ESA Contribution Form
Need help deciding on a contribution? Check out the Coverdell ESA Contribution Eligibility Form.
Investments
Individuals Application for Purchase UPC Loan Fund Certificate
Organization Application for Purchase UPC Loan Fund Certificate
Kingdom Impact Account Redemption Request Form
Investor Name Change Authorization Form
Electronic Funds Transfer Authorization Form
Offering Circulars
Investors from Pennsylvania, North Carolina, Washington, and Wisconsin should contact our office to check if certificates are available and obtain a state specific Private Memorandum Offering Circular and Subscription Agreement.