Investment Forms

Important Forms for Current Investors

 

1. Deposit Statement – Use this form to establish a new Joint Investment Trust account.
2. Signature Card – Update authorized signers and number of signatures required under your ministry’s policies and procedures.
3. Online Access Form – Use this form to set up a login for month-to-month reports on your account activity.
4. Deposit Form for Existing Account – Use this form to add to an already existing Joint Investment Trust account.
5. Direct Deposit Authorization – Transfer funds to your checking or savings account.
6. Withdrawal Form – Use this form for a one-time withdrawal request.
7. Transfer Form – Use this form to transfer funds between existing Joint Investment Trust accounts.
8. Recurring Distribution Form – Use this form to establish recurring quarterly, semi-annual, or annual distributions.

Know that your investment is being prudently managed and faithfully stewarded. If you ever have questions about your investments, this process, or wish to schedule a visit from your CCF Zone Representative, you can call us at (800) 668-8016 or reach out by email.

If you are a first time investor with Christian Church Foundation, please visit our New Investors page.