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United Methodist Foundation of Indiana

Investment Services

 
To Participate in the Investment Service Fund
Any Indiana Conference entity desiring to participate in the Fund should first receive a copy of this Information Statement and Trust Agreement, and read them thoroughly before making a request to be a participant.  To participate in the Fund, an Indiana Conference entity must complete a Participation Agreement.  This form is to be submitted to the Foundation along with the initial deposit of cash or securities. Click here to download the forms
 
Deposits, Withdrawals and Transfer
The minimum amount that may be transferred to open an account in the Fund is one thousand dollars ($1,000.00) per account.  Once an account is opened, additional deposits may be made at any time, in any amount. When a participant wishes to redeem their interest in the Fund, they must request a withdrawal, using a form provided by the Foundation. Click here to download the form.
 
 
Click here for a map to locate us.    Follow our Blog Posts at: Loan Fund and Foundation
Updated 09/27/2011. Questions? Comments? Contact the webmaster at: rwalker @ UMFIndiana. org (remove spaces)
8401 Fishers Center Drive, Fishers, IN 46038-2318
Telephone: 317.788.7879   Fax: 317.788.0089     Toll Free: 877.391.8811