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 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 firstname.lastname@example.org