CHURCH LOANS
Loan Application A
Loan Application B
INVESTMENTS
Church/Institution Resolution
Change of Ownership
Vision Unsecured Promissory Notes
Institutional Investment Form
Individual Investment Form
Certification of Trust
Beneficiary Change Form
RETIREMENT
403b
Contribution Agreement
Direct Rollover/Transfer Request
Distribution Request
Adoption Agreement | Self-Employed Minister
403(b) Employer Adoption Agreement
Enrollment Agreement – Self
Enrollment Agreement – Employee
Participant Handbook for Self-Employed & Retired Ministers
Participant Handbook for Employee Ministers & Lay Employees