Here you will find all the forms necessary to conduct the business of accounts held in the UU Common Endowment Fund.
Printable Forms (PDFs)
- Contribution (Deposit) Form
- Withdrawal Request Form
- Change of Authorized Person
- Change of Address
- Authorization Agreement for Direct Deposit
- Distribution Election Form
- Stock Donation Instructions
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 log-in instructions (via email from shelbert@uua.org) within 48 hours of your request being received.
If you have any questions, please email UUCEFinvestmentoffice@uua.org