Investment Forms

  • 1 Version
  • 154 Download
  • 1.43 MB File Size
  • 11 File Count
  • November 14, 2014 Create Date
  • February 21, 2018 Last Updated

Below is a list of the various individual forms you may need to manage your WELS CEF investment. Please feel free to contact us – or you can call us toll-free at 1-866-511-7793.

 

*Not FDIC or SIPC insured   *Not a bank deposit  *No Synod Guarantee

The purchase of WELS CEF’s securities is subject to risks, which are described in our Offering Circular. This is not an offer to sell you our securities and we are not soliciting you to buy our securities. We will offer and sell our securities only in states where authorized. These securities are neither offered nor available for sale in West Virginia or District of Columbia. The offering is made solely by the Offering Circular.


Download
FileAction
Terms and ConditionsDownload 
Offering CircularDownload 
Individual Investment ApplicationDownload 
Organization Investment ApplicationDownload 
Beneficiary DesignationDownload 
Additional Investment/Partial Redemption Download 
Electronic funds transfer authorization agreementDownload 
Address change formDownload 
Authorized signature formDownload 
Information SummaryDownload 
Stamp program for youthDownload