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Forms

CHURCH LOANS

Loan Application A
Loan Application B
Income Expense Statement Template
Balance Sheet Template

INVESTMENTS

Institutional Investment Form
Individual Investment Form
Custodian Account for Minors (UTMA)

Authorized Signers Update
Beneficiary Change Form
Certification of Trust
Change of Ownership

RETIREMENT

IRA

IRA forms can be found at our IRA Service Center.

403b

Contribution Agreement
Direct Rollover/Transfer 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

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T: 800-821-1112
F: 503-581-3237

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Salem, OR 97309-0629

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4070 27th Ct SE #210
Salem, OR 97302-1163

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Friday:
8:00am to 12:00pm
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  • Home
  • Church Loans
    • Apply for a Loan
  • Investments
    • Current Rates
    • Personal Investing
    • Organizational Investing
    • Open an Investment
  • Retirement
    • IRAs
      • Current Rates
      • Open an IRA
    • 403(b) Ministers Retirement
      • Investment Options
      • Enroll in a 403(b)
  • Will & Estate Planning
    • Planned Giving
    • Will Planning Workshop
    • Your Christian Will
  • CEPNext
  • About Us
  • Resources
    • Calculators & Tools
      • Church Loan Tools
      • Investment Tools
    • Stories
    • Forms
    • FAQs
  • Contact
  • Login

Let's get started!

How would you like to complete your investment application?

  • Open Online
  • Print & Mail

Need some help?

If you don’t have Income & Expense Statements, feel free to use our template!

  • PDF Template
  • Excel Template

Need some help?

If you don’t have a Balance Sheet, feel free to use our template!

  • PDF Template
  • Excel Template