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
IRA Subscription Agreement Click the link to complete the “How to Invest” form where an IRA Subscription Agreement will be available to download. Investments
Traditional IRA Simplifier Goldstar Trust Company's Traditional IRA Application and Beneficary Designation Investments PDF icon Download (330.77 KB)
ROTH IRA Simplifier Goldstar Trust Company's ROTH IRA Application and Beneficiary Designation Investments PDF icon Download (318.12 KB)
Change of Address Form to change address for Investment Certificate Investments PDF icon Download (28.59 KB)
Loan Application Click the link to fill out a form. Once submitted, a loan application will be available for download. Loans
Photo Release Form to give photo permission for CIF's use General File Download (157.51 KB)
Traditional IRA Distribution Request Form to receive a distribution of funds from a Traditional IRA Investments PDF icon Download (217.34 KB)
ROTH IRA Distribution Request Form to receive a distribution of funds from a ROTH IRA Investments PDF icon Download (212.53 KB)
Traditional Transfer/Direct Rollover Request Form to facilitate a transfer or rollover from an existing Traditional IRA or qualified retirement plan Investments PDF icon Download (183.21 KB)
Investment Resolution Corporate resolution to authorize investments in CIF Investments PDF icon Download (55.58 KB)

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