Please note: The Amendment Request form requires TWO (2) signatures. If the second signer is not available to sign the online form below, please complete and send this PDF fillable form here.

PDF Form

Amendment Request Form

Changes to an endowment agreement can only be made by the original Donor(s).

Unit Holder Name(Required)
Contact Name(Required)
Contact Email(Required)

The following changes may be made to your Investment Account:

2. Move the funds to:
Select One
Select One
Percentage of payout option:
If you selected option 3, a percentage of quarter average, please select percentage.
5. For Endowments
6. Revocable Investment Account:

All other terms and conditions of the original agreement remain in full force and effect.

MM slash DD slash YYYY
Name(Required)

Name
This field is for validation purposes and should be left unchanged.
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