The Agreement that created your new account provides The Foundation with instructions regarding the Offices in your Church Leadership who can request distributions, change investment fund, and in all other ways manage the account. In order to implement your instructions, The Foundation needs a written request, signed by the officers specified in your Agreement (mailed, faxed or emailed) or emails from the authorized officers.
The following forms are not required; a simple written request will suffice.
- Distribution Request Form
- Deposit Instruction Form
- Investment Fund Change Form
- Contact Information Form
You can request online access to our Account Portal at this link.
Please, always feel free to contact us if you have questions. We are here to help.