Investment Application And Agreement Template
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4Account Number:
THE MISSOURI UNITED METHODIST FOUNDATION
INVESTMENT APPLICATION AND AGREEMENT
Investor:
(Official name of church, institution or organization)
(Street address)
Taxpayer I.D. Number:
Primary Contact authorized to receive account statements and correspondence regarding the account:
Please call the Foundation if you would like to receive online statements.
Name:
Telephone:
Title:
E-mail:
Mailing Address:
Person authorized to receive distribution and withdrawal checks
from the account:
NOTE: All checks will be mailed to the main administrative office of the Investor.
Amount of Initial Deposit: $
Name of Account:
☐
☐
☐
Investment Fund:
Aggressive
Balanced
Conservative
(see Disclosure Statement for fund descriptions)
☐
☐
Distribution Options:
Automatic
On Request (Amount stated in written request.)
(choose one)
If taking Automatic distributions, then please indicate frequency and type of distributions:
Quarterly
Semi-annually following: 1&3 or 2&4
Annually following: 1, 2, 3 or 4
(Circle desired quarters)
(Circle desired quarter)
Earnings (i.e., dividends and interest accrued to date of distribution)
Automatic distributions will consist of:
(Choose one)
Each distribution will be $___________________ (a fixed amount)
Foundation spending rate. (Percentage of account value based on a three year
trailing average. See Disclosure Statement for description.)
The above-named Investor, by and through its undersigned representatives, submits this Investment Application and Agreement
for the purpose of creating an investment account through which the Investor can participate in one of the Investment Funds
(the “Funds”) managed by the Missouri United Methodist Foundation, Inc., (the “Foundation”). The Investor agrees to the
following terms:
1. Parties. The parties to this agreement are the Investor named above and the Foundation, a Missouri not for profit
corporation, located at 3601 Amron Ct., Suite 103, Columbia, Boone County, Missouri 65202. The Foundation serves the
United Methodist churches, institutions and organizations within the Missouri Annual Conference with a variety of
investment and stewardship services. Both the Foundation and the Investor are components of, or closely affiliated with,
The United Methodist Church.
Representations and Warranties. Investor represents and warrants as follows: Prior to investing in the Funds, Investor
(a)
received and has carefully reviewed the Disclosure Statement describing the Foundation and the Funds. Investor
agrees to be bound by the Foundation policies and procedures described in the Disclosure Statement.
Page 1 of 4
Investment Agreement 2015
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