Please note: The EFT Agreement 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

Electronic Funds Transfer Authorization Agreement for Individual

Contact Name(Required)
Contact Email(Required)

Section I

Account Holder Name(Required)
Account Holder Address(Required)

Section II

I (we) hereby authorize the United Methodist Foundation, Inc. to initiate EFT Payments:
Please select one or both:
Please select one:

I understand that failure to authorize both options (distributions from and deposits to UMF) could result in delayed transactions to and from my investment account in the event of an office closure or limited office access.
Financial Institution Address(Required)
Name As It Appears on the Account(Required)

This authority is to remain in full force and effect until UMF has received written notification from me (or us) of its termination in such time and in such manner as to afford UMF and the financial institution named above a reasonable opportunity to act on it.

*Two signatures are required for individual accounts with joint names.

Signature I Name(Required)
Request are typically processed in two weeks or less. In the event United Methodist Foundation, Inc. discovers an issue with this request, the contact provided will be notified.
MM slash DD slash YYYY
Signature II Name
Request are typically processed in two weeks or less. In the event United Methodist Foundation, Inc. discovers an issue with this request, the contact provided will be notified.
MM slash DD slash YYYY

Submit this form and choose one of the following:(Required)
This field is for validation purposes and should be left unchanged.

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