Non-Retirement Investment Forms

Addition Form

To add money to an existing investment please fill out our online Addition Form. You can mail a check, we can draft from a bank account on file.  To set up a new bank account, please fill out the required EFT/Bank Acct. Authorization Form.  Please note: if this action requires a second signature, this form will be sent out to the co-owner for their signature before processing.

Online Form Print Form

Distribution Form 

To take money out of an existing investment please fill out our online Distribution form. We can send an ACH to your bank account on file or to set up a new bank account, please fill out the required EFT/Bank Acct. Authorization Form. Please note: if this action requires a second signature, this form will be sent out to the co-owner for their signature before processing.

Online Form Print Form

EFT/Bank Account Authorization Form

This form is required to set up a new bank account on file or to edit a bank account on file; please fill out this online form.

Online Form Print Form

Update Contact Information Form

To update your contact information please fill out this online form. This includes address, name change and all other contact information.

Online Form Print Form

Beneficiary Designation Form

To add or update your beneficiary information please fill out this online form. Please note: if this action requires a second signature, this form will be sent out to the co-owner for their signature before processing.

Online Form Print Form

Corporate Resolution Form

To add or update your corporate, church or organization information please fill out this online form. Please note: this form will need to be sent back out to the officers for their signatures before it can be finalized.

Online Form Print Form

New Investment (Non-Retirement)

To open a NEW INVESTMENT, click here for the Purchase Application Form

Retirement Investments and Forms

Looking for retirement investment forms? Please contact us at retirement@thesolomonfoundation.org or call 855-873-5873

Investment Assistance

For assistance please contact our investments department at 855.873.5873 or invest@thesolomonfoundation.org