Forms

Below are links to Wespath Institutional Investments forms along with a brief summary of the purpose of each form.

 

Enables United Methodist Church-related institutions to make electronic deposits and withdrawals between their bank or financial institution and Wespath.

 

Enables United Methodist Church-related institutions with investment account(s) to change future target allocations.

 

Enables United Methodist Church-related institutions to open an investment account with Wespath Institutional Investments, a not-for-profit subsidiary of Wespath Benefits and Investments.

 

Enables existing clients to open an investment account with Wespath Institutional Investments, a not-for-profit subsidiary of Wespath Benefits and Investments.

 

Enables United Methodist Church-related institutions with multiple investment accounts to initiate a transfer of money from one investment account to another.

 

Enables United Methodist Church-related institutions to request the transfer of money within one of their investment accounts from one investment fund to another.

 

Enables United Methodist Church-related institutions to request a withdrawal of money from one of their investment account(s).

 

Enables international United Methodist Church-related institutions to request a withdrawal of money from one of their investment account(s).

 

Enables United Methodist Church-related institutions to request access to manage their investment accounts online.