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
Automatic Investment Form Investments
Traditional Transfer/Direct Rollover Request

Form to facilitate a transfer or rollover from an existing Traditional IRA or qualified retirement plan

Investments
Traditional IRA Distribution Request

Form to receive a distribution of funds from a Traditional IRA

Investments
ROTH IRA Distribution Request

Form to receive a distribution of funds from a ROTH IRA

Investments
ROTH IRA Simplifier

 Goldstar Trust Company's ROTH IRA Application and Beneficiary Designation

Investments
Traditional IRA Simplifier

Goldstar Trust Company's Traditional IRA Application and Beneficary Designation

Investments
IRA Subscription Agreement

Click the link to complete the “How to Invest” form where an IRA Subscription Agreement will be available to download.

Investments
Subscription Agreement

Click the link to complete the “How to Invest” form where a Subscription Agreement will be available to download

Investments
Loan Application

Click the link to fill out a form. Once submitted, a loan application will be available for download.

Loans
ACH Payment Authorization & Agreement

Form to establish and authorize automatic loan payments or capital campaign consulting fee payments

Loans