Investments

If you need assistance determining which form(s) you need, please give us a call at 800.995.8574.

File to download:

• Subscription Agreement – Investment Certificate opening form
• Traditional or Roth IRA Subscription Agreement – Open Investment Certificate to be held in IRA account
• ROTH IRA Withdrawal Request - Form to withdrawal funds from a ROTH IRA
• Traditional IRA Withdrawal Request - Form to withdrawal funds from a Traditional IRA
• Transfer-Direct Rollover Request - Form to facilitate the transfer or rollover of an existing IRA or qualified retirement plan to CIF
• Offering Circular – Document containing information regarding Investment Certificates including financial information and risks
• Online Service Agreement – Form and agreement to create online access to view Investment Certificate balances and transactions
• Automatic Investment Form – Change or add automatic electronic investments to a Demand Certificate
• Direct Deposit of Interest - Change or add automatic electronic deposit instructions for interest on Term Certificates
• Investment Resolution – For entity accounts, form establishing or changing authorized person(s)
• W8 – IRS form (foreign)
• W9 – IRS tax form (domestic)
• Affidavit of Loss – Form to declare loss of paper Investment Certificate
• Transaction Request Form - Add to or withdraw from a Demand Certificate or redeem a Term Certificate
• ACH Transfer Authorization – Authorize electronic transfer to your bank or financial institution account from your Demand Certificate
• Change of Address
• Change of Beneficiary
• Change of Authorized Signers