All forms should be completed for new accounts.

The Authorized Signer forms should be completed:

  • bi-annually | February and July
  • change in leadership or account access

Account Form FAQs

Account Forms

  • UMSF Account Withdrawal Template

    UMSF Account Withdrawal Template

    UMSF Account Withdrawal Template
    Funds cannot be withdrawn without the full form being completed and authorized by the pastor and one other authorized signor.
    Wespath does not print any checks for withdrawals, please include all bank information on the form.
    As of 10.11.19

  • UMSF New Account Enrollment Form

    UMSF New Account Enrollment Form

    UMSF New Account Enrollment Form
    This form must be filled out when opening a new account with the Foundation.
    The bank information is only required if the church would like a quarterly withdrawal.
    The amount of the deposit and fund at Wespath must be filled in.
    As of 10.11

  • UMSF Investment Agreement Form

    UMSF Investment Agreement Form

    Investment Agreement Form
    Required to be completed and submitted to open an account with the Foundation.
    The Executive Director and Conference Treasurer will sign the agreement.
    Completed forms will be mailed to the church.
    As of 10.11.19

  • UMSF Account Authorized Signers Form

    UMSF Account Authorized Signers Form

    UMSF Account Authorized Signers Form
    This form needs to be fully completed each February and July due to changing of pastors and treasurers, who typically are the authorized signors.
    The pastor must be one of the authorized signors.
    Only the individuals on this form can request information on the church’s investment account.
    As of 10.11.19

For more information, contact: