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

Please visit our IRA custodian's website for forms concerning your retirement investment with the Church Loan Fund:

www.goldstartrust.com 

Additional Contribution Form (Investment Direction) : Please note that this form must accompany EVERY IRA contribution. 

 

ESAs

Coverdell ESA Investment Kit

Coverdell ESA Withdrawal 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

Multi-State

Ohio

Pennsylvania

South Carolina

Investors from Washington and Wisconsin should contact our office to obtain a state specific Private Memorandum Offering Circular.