Forms & Documents

Completed forms can be mailed to us or uploaded to our secure file exchange portal at: https://christianinvestors.leapfile.net.

Name Description Category File Link Form Link
ROTH IRA Transfer Request Form to facilitate a transfer from an existing ROTH IRA Investments PDF icon Download (161.47 KB)
Electronic Transfer Request Form to electronically transfer initial funds to a new Investment Certificate Investments PDF icon Download (73.45 KB)
Offering Circular Click the link to complete the “How to Invest” form where an Offering Circular 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
Personal Online Services Agreement Form and agreement for online viewing of Investment Certificate information and online funds transfers (for individuals) General PDF icon Download (34.19 KB)
Corporate Online Services Agreement Form and agreement for online viewing of loan and Investment Certificate information and online funds transfers (for organizations) General PDF icon Download (108.91 KB)
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 1.800.995.8471 or service@christianinvestors.org] Investments PDF icon Download (34.54 KB)
Investment or Redemption Form Form to invest additional funds in, or redeem funds from, an existing Investment Certificate Investments PDF icon Download (34.14 KB)
Automatic Investment Form Form to change or add an authorization for electronic investments to a Demand Certificate Investments PDF icon Download (65.27 KB)
Direct Deposit of Interest Form to change or add electronic deposit of interest payments from Term Certificates Investments PDF icon Download (116.67 KB)

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