Applications, Forms and Downloads

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.

Information           Application

 

Legacy-Advised Fund (LAF):

To open an LAF, please download the application and follow the “Getting Started” instructions on the LAF page.

Information           Application

 

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.

Information           Application

Disclosures

Forms

Product Information