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 in a download below. 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.

 

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Downloadable resources

FileAction
Individual Investment Application - 15 Month Special - New money onlyDownload
Individual Investment Application - 12 Month Special- New money onlyDownload
Individual Investment Application Download
Organization Investment Application - 15 Month Special - New money onlyDownload
Organization Investment Application - 12 month Special - New money onlyDownload
Organization Investment ApplicationDownload
WELS CEF Offering Circular 2023-24 Download
Additional Investment - Partial Redemption FormDownload
EFT (Electronic Funds Transfer) FormDownload
Authorized Signature FormDownload
Beneficiary Designation FormDownload
Address Change FormDownload
WELS CEF Terms and ConditionsDownload
  • 1.43 MB File Size
  • 13 File Count
  • January 17, 2024 Last Updated