Investment Forms

Open accounts, transfer funds, make withdrawals, change approved account signers, and more

Are you interested in opening a new account with the United Methodist Stewardship Foundation of Greater New Jersey?

All the forms you need to start investing through the Foundation or care for your account can be found here!

This includes forms to open an account, change authorized signers, and transfer funds from one Wespath fund to another.

Forms

Find Forms for various account needs from opening a new account to transferring funds to a different investment choice within the Foundation.

Completed forms can be emailed back to sgoodwin@gnjumc.org.

Contribute Assets User Guide

Guide for process to make online deposits

COMING SOON

Account Withdrawal Template

Set up your account for withdrawal transfers

New Account Enrollment Form

Open an account and start investing to make a difference

Investment Agreement Form

This form covers the Investment policy and investment choices

Account Authorized Signers Form

Those authorized as approved signers should complete this form

Investment Fund Transfer Form

Move funds from one investment choice to another