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Contact Product Information, Disclosures, and Applications
Investment Certificates and Agreements:
To open an Investment Certificate, please download the appropriate Offering Circular and then either apply online or download the application.
Offering Circular (All states except PA) Offering Circular - PA Offering Circular - Spanish
Apply Online Download Application
Missionary Retiral Account (MRA):
To open an MRA, please confirm your eligibility, download the application, and follow the “Getting Started” instructions on the MRA page.
Information Apply Online Download Application
Shell Point Agreement:
To open a Shell Point Agreement, please confirm your eligibility, download the application, and follow the “Getting Started” instructions on the Shell Point Agreements page.
Information Apply Online Download Application
Charitable Gift Annuity (CGA):
To open a CGA, please download the appropriate disclosure document, application, and then follow the “Getting Started” instructions on the CGA page.
Information CGA Disclosure (CA, NY, NJ) CGA Disclosure (Every other state except Hawaii) Application
Donor-Advised Fund (DAF):
To open a DAF, please download the application and follow the “Getting Started” instructions on the DAF page.
Legacy-Advised Fund (LAF):
To open an LAF, please download the application and follow the “Getting Started” instructions on the LAF page.
Ministry Gift Fund (MGF):
To open an MGF, please download the application and follow the “Getting Started” instructions on the MGF page.
Application
Institutional Reserve Fund (IRF):
To open an IRF, please download the application and follow the “Getting Started” instructions on the IRF page.
Disclosures
Privacy Policy
Securities Disclosure
Forms
Product Information
Self-Funding Rate Discount