Investment Application And Agreement Template Page 3
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10. Reporting. The Foundation will report at least quarterly to the Investor regarding contributions, withdrawals, market value,
and appreciation on this account. These reports or account statements shall be delivered to the Primary Contact by regular
mail or online via the Foundation website. The Primary Contact may be changed by the Investor at any time by a written
notice including an updated Officer Authorization Signature form (available from Foundation office).
11. Termination. This agreement may be terminated at any time upon written notice from either party to the other. As soon as
possible, but no later than sixty (60) days after the effective date of any such termination, the Foundation shall pay to the
Investor all sums remaining in the account.
12. Notices. All notices from the Investor required or permitted by this agreement shall be made in writing, signed by two
authorized officers, include account name and number, and be sent by first class US Mail to the attention of "Executive
Director" at the Foundation office (PO Box 1076, Columbia MO 65205-1076). Notices from the Foundation shall be sent
to the Investor care of the Primary Contact, signed by an officer of the Foundation, and sent by first class US Mail.
13. Confirmation of Account. Within thirty (30) days of the receipt of this signed agreement, the completed Officer
Authorization Signature Form and the accompanying initial deposit, the Foundation will send to the Investor a confirmation
letter with the following information: a) account name and number; b) designated investment fund; c) frequency and type
of distributions; d) name, title and address of Primary Contact authorized by Investor to receive reports and notices; e)
name and title of person authorized by Investor to receive distributions and withdrawals; and f) a fully signed copy of
this agreement. The information in the letter will be deemed correct if the Investor does not give written notice of
corrections or changes within thirty (30) days of receipt of the letter.
14. Changes to Account. If the Investor wishes to change information regarding the account (e.g., instructions regarding
frequency or type of distributions, name or address of Primary Contact person, name of person authorized to receive
distribution and withdrawal checks, authorized signatories), it will supply written notice to the Foundation of those changes
at least 30 days prior to the end of a calendar year quarter. If the changes are acceptable to the Foundation, they will be
implemented as soon as possible, but no later than the end of the calendar year quarter following such notice.
15. Reallocation. The Investor may reallocate or transfer account assets among the Funds in harmony with the Foundation
policies stated in the Disclosure Statement. Reallocations will be processed at the end of the calendar year quarter
following written notice received from the Investor at least thirty (30) calendar days prior to the end of the calendar quarter.
16. Miscellaneous. This agreement constitutes the entire agreement of the parties, and all prior agreements or understandings
regarding the subject matter of this agreement, whether written or oral, are of no further force and effect. The parties agree
that the Foundation is not a bank, and that no trust is created by this agreement.
The undersigned officers of the above-named Investor do hereby submit this Investment Application and Agreement along with
the initial deposit, agree to all terms expressed herein and attest that the information provided is accurate to the best of their
knowledge.
Signature:
Signature:
Print Name:
Print Name:
Title:
Title:
Home Address:
Home Address:
Date:
Date:
Acceptance: The Foundation hereby accepts and agrees to administer the funds deposited by the Investor pursuant to the terms
expressed herein.
THE MISSOURI UNITED METHODIST FOUNDATION, INC.
By:
Date:
David P. Atkins, Executive Director
Page 3 of 4
Investment Agreement 2015
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