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Forms & Documents

We strive to make managing your accounts with us as easy as possible. Below you will find the applications, forms, and documents needed to manage your existing accounts and open new ones.

New Investors – Please contact Sean Kleckner at skleckner@bicfoundation.org before filling out any forms as you will need to complete other documents first.

Applications

  1. Demand Certificate (TAP) Application
  2. Term Certificate (SIC) Application
  3. HSA Application
    (For new investment within existing HSA account)
  4. IRA Application
    (For new investment within existing IRA account)

Documents & Forms

  1. Beneficiary Change for BLF Investments
  2. Beneficiary Change for IRA Accounts
  3. Beneficiary Change for HSA Accounts
  4. Bank Information Form
  5. POA Contact Form
    (must also submit official POA paperwork from law firm)
  6. IRS Approval Letter
  7. Addition of Joint Owner

© 2024 Brethren In Christ Foundation, Inc. Our video and the information communicated herein does not constitute an offer to sell or the solicitation of an offer to buy debt securities from the Brethren in Christ Foundation, Inc. There shall not be any offer or sale of our securities in states where such offers or solicitations are not authorized by applicable law or exempt from registration. Brethren in Christ Foundation, Inc.’s debt securities are offered and sold only through its Prospectus.