Services for Churches - Investments
Open an Account
To open a church or institution investment account (for both interest rate and market-based investments) with the Foundation, you may call Sara Beltran or Maggie Wolfe toll free at 1-800-933-5502. Or, to begin the process now, you may:
- Print and read the Information Statement below.
- Print and complete the appropriate Participation Request form, in which you state the terms of your investment and provide information regarding investment choices and re-investment alternatives;
- Print and sign the Investment Management Agreement below.
- Return the completed and signed documents along with your investment check to:
Sara Beltran/Maggie Wolfe
Texas Methodist Foundation
11709 Boulder Lane
Austin TX 78726
or fax to 512/331-0670.
- Information Statement 4.1.14
- Participation Request (New Account)
- Participation Request (Fixed Rate)
- Master Investment Management Agreement
- 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 firstname.lastname@example.org.