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 Investment Application 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 8.1.2018
- Investment Application 9.2017
- Investment Application - Fixed Rate
- Master Investment Management Agreement
If you have questions while completing these documents, please contact Sara Beltran at 1-800-933-5502 or firstname.lastname@example.org.
This is not an offer to sell our securities to you and we are not soliciting you to buy our securities. We will offer and sell our securities only in the states where authorized. The offering of our securities is made solely by our 2017 Information Statement. The purchase of our securities is subject to terms, conditions and risks, which are described in our 2017 Information Statement. The TMF securities are not F.D.I.C. or S.I.P.C. insured nor are they bank deposits.