Open an Account

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:

Adobe Acrobat Reader required for viewing and printing the above documents. If you do not have it, you can download it here.

If you have questions while completing these documents, please contact Sara Beltran at 1-800-933-5502 or