Forms for Churches

Open An Account

• New Investment Account Application and Agreement
• Authorized Signature Card (Call us, 303-778-6370)
• Online Statement Access (Call us, 303-778-6370)
• Methodists Helping Methodists Fund - Fixed Rate Subscription Agreement
• Methodists Helping Methodists Fund - Variable Rate Certificate Subscription Agreement

Other Forms

• Withdrawal Request
• Deposits/Investment Purchases
• Transfer of Funds Request
• Online Statement Access (Call us, 303-778-6370)
• Loan Application (Call us, 303-778-6370)
• Electronic Banking (ACH) Authorization Form
• Sample Endowment Charter Documents:
  • Church Sample (DOCX)
  • Non-Church Sample (DOCX)