Opening an Investment Account.
Opening an investment account with TMF is easy.
If you're ready to open a church or congregation investment account for interest rate and market-based investments, simply follow the steps below. Or, to learn more first, call Sara Beltran or Randi Forrest toll-free at 1-800-933-5502.
Step 1: Read the Information Statement below.
Step 2: 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.
Step 3: Sign the Investment Management Agreement below.
Step 4: Return the completed and signed documents along with your investment check to
Sara Beltran/Randi Forrest
11709 Boulder Lane, Suite 100
Austin TX 78726
or fax to 512-331-0670.
Download and print the following documents to complete the steps above:
- Information Statement 7.1.2016
- Participation Request (New Account)
- Participation Request (Fixed Rate)
- Master Investment Management Agreement
- Addition Notice (Deposit Slip)
If you have questions while completing these documents, please contact Sara Beltran at 1-800-933-5502 or email@example.com.