Get New Covenant Funds Account Options Form

Completing the New Covenant Funds Account Options Form online can streamline the process of managing your investment accounts. This guide provides a clear step-by-step approach to ensure you fill out the form correctly and efficiently.

Follow the steps to successfully complete your form online.

1. Click ‘Get Form’ button to obtain the form and access it in the editor.
2. Begin by filling in your account information. This includes your name or the entity name, street address, city, state, and zip code. If applicable, also provide details for joint owners, trustees, or authorized signers.
3. Indicate any specific changes needed for your existing accounts by providing the relevant fund name, fund number, and account number.
4. Select the type of change from the options provided, which may include telephone options, bank information, capital gains and dividends options, or systematic options.
5. For telephone options, check the relevant boxes for establishing options and include any necessary details. If you require changes to bank information, make sure to attach a voided check.
6. Complete the capital gains and dividend options by selecting your preferred payment method and providing the necessary fund numbers and account numbers.
7. If you are setting up an Automatic Investment Plan (AIP), provide the required details such as the start date, amount, and frequency.
8. Complete the Systematic Withdrawal Plan (SWP) section if applicable, including how you wish to receive payments and ensuring you provide the necessary details.
9. In the signature section, ensure all required signatures are provided. All account owners or authorized signers must sign off on the form for it to be valid.
10. Once all sections are completed, review the form for accuracy, then save your changes, download, print, or share the completed form as needed.

Complete your New Covenant Funds Account Options Form online today for a seamless experience.