OPEN AN INDIVIDUAL FUND ACCOUNT

To Open an Individual Fund Account, you may call Sara Beltran toll free at 1-800-933-5502. Or, to begin the process now, you may:

• Print and read the Offering Circular below;
• Print and complete the Application form;
• Return the completed and signed application along with your investment check to: Sara Beltran, Texas Methodist Foundation, 11709 Boulder Lane, Austin TX 78726 or fax to 512/331-0670. 

Click to download:

-Offering Circular
-Individual Fund Application
-Individual Fund Application (Partnerships)
-Individual Fund Application (Trusts)
-Addition Notice (Deposit Slip)

(Adobe Acrobat Reader required for viewing and printing these documents.)

If you have questions while reviewing and completing these documents, please contact Sara Beltran at 1-800-933-5502 or sbeltran@tmf-fdn.org.

OPEN AN IRA ACCCOUNT (TRADITIONAL OR ROTH)