Open Investment
+ Church | Org | Trust

To open an investment account for your church, organization, or trust you will need to complete the required forms below.  The additional optional forms will be needed for electronic fund transfers and to gain online access to your investment.

Required Forms

Church / Organization / Trust Note Purchase Application

Docusign

Unavailable

Download

Church / Organization / Trust Resolution Form

Docusign

Unavailable

Download

IRS Form W-9

Docusign

Unavailable

Download

Optional Forms

Direct Deposit Form

Docusign

Unavailable

Download

Consent to Electronic Delivery

Docusign

Unavailable

Download

Form Submission

Submit completed forms: 

Email: [email protected]
Fax: 717-795-9568

Mailing Address

3 Kacey Ct, Ste. 101
Mechanicsburg, PA 17055