Here you will find all the forms necessary to conduct the business of accounts held in the UU Common Endowment Fund.

Printable Forms (PDFs)

Instructions for Online Statement Access

In order to access your account online you need to complete the form below.

Please note that you will be receiving your log-in information (via an email from Susan Helbert) within one week providing your initial username and temporary password.

If you have any questions, please email treasurerasst@uua.org

Request Online Statement Access

  • Please spell out the name of the congregation, no acronyms.
  • Federal Employer Identification Number
  • What is the name of the authorized person on the account? Please enter just one name even if there are multiple authorized persons.
  • What is the email address of the authorized person? This email address will also be used as the login for signing on to your account.
  • Please list your account number(s) in the UUCEF. If you have multiple accounts, be sure to list all of them separated by comma.
  • This field is for validation purposes and should be left unchanged.