Investment Account Forms
Change an Existing Account’s Investment Allocation
To change the percentage allocation of underlying assets of an existing account (percentage invested in Equities, Fixed-Income Investments or Loan Pooled Assets) please complete and submit the following form to the Foundation:
OPEN A NEW FOUNDATION ACCOUNT
To open a new account at the Wisconsin United Methodist Foundation, your organization should complete and submit the following two forms to the Foundation:
Send us your completed “Information Sheet” and a signed copy of the “Trust Agreement for Common Fund” form. We will also sign the Trust Agreement and return it to your organization along with a completed “Memorandum of Understanding” which summarizes the instructions you provided on the Information Sheet about how this account should operate.
Deposit Funds to Your Account
To deposit funds into your account at the Wisconsin United Methodist Foundation, mail us your check.
If your organization has multiple accounts at the Foundation, include a completed deposit slip to ensure your deposit is credited to the correct account.
Electronic Funds Transfer (EFT)
For deposits over $5,000, you may request an EFT instead of mailing a check. Complete the deposit slip, mark it for EFT, and submit it to the Foundation. Your organization must be enrolled in EFT to use this option. To enroll, complete and return the EFT form below.
Request Withdrawals From Your Account
To request a withdrawal, complete the withdrawal request form, obtain the appropriate signatures, and submit the form to the Foundation by mail, email, or fax.
Withdrawal Processing Schedule
Accounts receiving checks: Withdrawals are processed on the 10th of each month. Your completed request must be received by the last day of the preceding month.
Accounts receiving direct deposits: Withdrawals are processed on the 10th and 25th of each month. Requests for the 10th must be received by the last day of the preceding month. Requests for the 25th must be received by the 20th of that month.
Additional Approval Requirement
For withdrawals of $10,000 or more, attach approval from your organization's council meeting to the withdrawal request.
We reserve the right to request board or council authorization for any withdrawal if circumstances indicate it is appropriate.
Receive Direct Deposits Instead of Checks
To have all future withdrawals from your Foundation account electronically deposited directly to your organization’s bank account, please complete and submit the following form to the Foundation:
View Your Account Online
If you are still receiving printed quarterly statements, please complete and submit the following form to the Foundation so that you can view your accounts online monthly: