Investment Forms

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 WELS guarantee

The purchase of WELS CEF securities is subject to risks, which are described in our Offering Circular. The WELS CEF Offering Circular can be found online at This is not an offer to sell, nor the solicitation to buy, our securities. We will offer and sell our securities only in states where authorized. WELS CEF certificates are unsecured general debt obligations. WELS CEF is not a bank or regulated financial institution. This offering is made solely by the Offering Circular.

The State of Washington has adopted a regulatory position that currently prohibits residents of Washington State from opening a new investment unless they are already a WELS CEF investor. Existing WELS CEF investors may continue to invest in the securities of WELS CEF in reliance on an exemption found in the Revised Code of Washington Title 21, Chapter 20, Section 320(11).

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Downloadable resources

Offering Circular 2021-2022Download
Organization Investment ApplicationDownload
Individual Investment ApplicationDownload
Individual Investment Application-PDF writableDownload
Terms and ConditionsDownload
Beneficiary DesignationDownload
Additional Investment/Partial Redemption Download
Electronic funds transfer authorization agreementDownload
Address change formDownload
Authorized signature formDownload
Stamp program for youthDownload
Information SummaryDownload
  • 1.43 MB File Size
  • 12 File Count
  • December 1, 2021 Last Updated