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

Change of Beneficiary Form

Need help deciding on a contribution? Check out the Traditional IRA Contribution Eligibility Form.

Roth IRA Forms

Roth Individual Retirement Account Application

Roth IRA Withdrawal Form

Roth IRA Contribution Form

Change of Beneficiary Form

Need help deciding on a contribution? Check out the Roth IRA Contribution Eligibility Form.

ESAs

Coverdell Education Savings Account Application

Coverdell ESA Contribution Form

Coverdell ESA Withdrawal Form

Change of Beneficiary 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

Redemption Request Form

Kingdom Impact Account Redemption Request Form

Change in Beneficiary Form

Investor Name Change Authorization Form

Additional Deposit 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.