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Investment Forms

New Investment
(Non-Retirement)

To open a new investment and receive the Purchase Application Form, please email invest@thesolomonfoundation.org

INDIVIDUAL PURCHASE APPLICATION
ORGANIZATION PURCHASE APPLICATION

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

General

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.

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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.

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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.

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Maturity Form

Please use this form to let us know what you would like to do with your maturing investment.

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Transfer Form

To transfer funds from one investment to another. Both investments must have the same owner.

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Personal

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

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Individual Contact Update Form

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

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Organization

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.

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Organization Contact Update Form

To update the contact information on file for your organization, please fill out this online form. This also includes the contact information for the authorized signers listed for your organization.

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