Forms and New Accounts.
A Foundation for the Future – We are here to help you!
Open New Account
When you make an investment through UMF, you are impacting ministry in the local church and around the world while earning a return. Many churches and partner institutions have accounts with the Foundation. Some institutions have multiple investment accounts that serve different purposes. The Foundation offers two investment accounts: Revocable Investment Accounts (RIA) and Endowment Accounts.
To open a new account, click the link below, complete the form, and submit. A UMF team member will follow up with you to finalize your account setup.
Existing Accounts
Stock Gifts
A Memorandum of Intention for Stock Gifts form must be completed before you make any stock transfer. Once completed and submitted to the UMF, a follow-up email with account information will be sent to the email address you provide on this form. Please provide this information to your broker to complete the transaction. Note: All gifts of securities must be DTC/ACAT eligible. Click the link below to begin the process to make a stock donation.
EFT Forms
Electronic Fund Transfer Enrollment Form for deposits TO and distributions FROM the United Methodist Foundation, Inc.
Step 1
To ensure timely receipt of your distributions from UMF and credit for your deposits to UMF, you will want to complete an EFT Deposit and Distribution Enrollment form.
The form must be signed by the same individuals authorized on the bank account. Submit the form and mail a VOIDED CHECK to UMF of North Carolina, Attn: Kim Smith, 700 Waterfield Ridge Place, Garner NC 27529. Or, email SECURELY to [email protected].
Step 2
Once the Enrollment Form is complete, you can use the EFT Deposit Request form to make an ACH (Automated Clearing House) deposit.
Balanced Fund Investment Policy Statement
This statement of investment policy reflects the investment policy, objectives, and constraints for the Balanced Fund of UMF of North Carolina.
Income Fund Investment Policy Statement
This statement of investment policy reflects the investment policy, objectives, and constraints for the Income Fund of UMF of North Carolina.