Documents can be returned by regular mail to our address shown below, or submitted electronically via our secure file exchange portal at https://christianinvestors.leapfile.net/.

Name Description Category File/Link
ROTH IRA Transfer Request

Form to facilitate a transfer from an existing ROTH IRA

Investments
Electronic Transfer Request

Form to electronically transfer initial funds to a new Investment Certificate

Investments
Offering Circular

Click the link to complete the “How to Invest” form where an Offering Circular will be available to download

Investments
Investment or Redemption Form

Form to invest additional funds in, or redeem funds from, an existing Investment Certificate

Investments
Resolution Change in Authorized Representatives

For use by Corporations, Business Organizations, or other legal entities (Entities) to Change and Approve its Authorized Representatives, and to Establish and Approve Online Services User Administration and Access for its Authorized Representatives.

Investments
Change of Beneficiary

Form to change beneficiaries on one or more Investment Certificates [If you desire to change your IRA beneficiaries, please contact the CIF office for the correct form at 1.800.995.8574 or service@christianinvestors.org]

Investments
Change of Address

Form to change address for Investment Certificate

Investments
W-9 (Domestic) Investments
Resolution Authorizing Investment

For use by Corporations, Business Organizations, or other legal entities (Entities) to Authorize Investments, Establish and Approve its Authorized Representatives, and to Establish and Approve Online Services User Administration and Access for its Authorized Representatives.

Investments
Direct Deposit of Interest

Form to change or add electronic deposit of interest payments from Term Certificates

Investments