Forms & Documents

Completed forms can be mailed to us or uploaded to our secure file exchange portal at:

Name Description Category File Link Form Link
Change in Authorized Signers Form to change authorized signers on an Investment Certificate held by a corporation or other organization Investments PDF icon Download (51.95 KB)
W-9 (Domestic) Request for taxpayer identification number and certification Investments PDF icon Download (116.53 KB)
Privacy Notice Notice of CIF's privacy policy General PDF icon Download (15.1 KB)
ACH Payment Authorization & Agreement Form to establish and authorize automatic loan payments or capital campaign consulting fee payments Loans PDF icon Download (545.1 KB)
Sources and Uses Form Form used for construction loan draw requests Loans File Download (23.32 KB)
Borrower Contact List List of borrower's contacts to assist CIF in reaching the right person Loans PDF icon Download (52.14 KB)
Environmental Questionnaire Form used in connection with a loan application for providing CIF with information about potential environmental issues Loans PDF icon Download (61.79 KB)
Sample Congregation Resolution Sample resolution for congregations/ministries to use to document authorization to borrow from CIF Loans File Download (56.26 KB)