The following information is necessary for opening a new account. We recommend you gather this information in advance of setting up a new account.

Information Needed:

• The legal name of your church/ministry/organization.
• The primary contact for the account (including name, address, phone number, and email address).
• The name of your fund (reserve, memorial, etc.).
• Legal name, title, email address, and phone number of individual who will be signing to open the account.
• Legal name, title, email address, and phone number of (up to four) additional individuals authorized to be on the account.
• Income Distribution Options:
  Do you want to receive quarterly income, or would you like for all earnings to be reinvested?
  • Quarterly distribution gives you a regularly scheduled periodic quarterly distribution of the income. The income is automatically credited to your organization’s bank account and no additional action is needed.
  • Reinvest distribution is income that is reinvested into the Ministry Trust Fund through the purchase of additional units of ownership. Units are purchased at the market value determined on the last day of the previous month.
• The Tax ID number for your ministry/organization.