Forms

Individuals

W-9 Request for Taxpayer ID

Planned Gift Investment Policy

Estate Preparation Worksheet

Direct Deposit - Life Income

Cost Recovery Fee Schedule

Non-cash Gift Instructions

Churches & Ministries

Investment Policy Statement

Income-Spending Policy

Contribution/Deposit Voucher

Direct Deposit Authorization

Cost Recovery Fee Schedule

Account Authorization

Receive Non-cash Gifts Instructions

Seminar Resources

2020 Ministers Compensation and Church Tax Update