Forms for Conferences and Other Plan Sponsors

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Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors.

Links to participant forms for Wespath-administered retirement and welfare plans are here. Tax forms are available here.

 

Form

Description

ACH Enrollment and Update Form Enables United Methodist Church-affiliated institutions to make electronic deposits and withdrawals between their bank or financial institution and Wespath.
Target Allocation Form Enables United Methodist Church-affiliated institutions with investment account(s) to change future target allocations.
Investment Account Enrollment Form Enables United Methodist Church-affiliated institutions new to Wespath to open an investment account.
Investment Account Enrollment Form for Existing Clients Enables existing United Methodist Church-affiliated institutions to open an investment account with Wespath.
Monthly Settlement Election Form Enables Annual Conferences to designate from which investment fund(s) their monthly obligations will be debited.
Request for Transfer Between Accounts Enables United Methodist Church-affiliated institutions with multiple investment accounts to initiate a transfer of money from one investment account to another.
Request for Transfer Within an Account Between Investment Funds Enables United Methodist Church-affiliated institutions to request the transfer of money within one of their investment accounts from one investment fund to another.
Request for Withdrawal Enables United Methodist Church-affiliated institutions to request a withdrawal of money from one of their investment account(s).
Request for Withdrawal for International Accounts Enables international United Methodist Church-affiliated institutions to request a withdrawal of money from one of their investment account(s).
Wespath Security Administration Form Enables United Methodist Church-affiliated institutions to request access to manage their investment accounts online through the Wespath Portal on wespath.org.

 

 
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