Forms & Documents
INVESTMENT FORMS
Authorizing Resolution Form
Authorization for Contribution
Authorization for Redemption
Signature Card
RETIREMENT FORMS
Authorization for Contribution
IRA Investment Change Form
IRA Required Minimum Distribution Form
IRA Roth Withdrawal Form
IRA Traditional Withdrawal Form
IRA Scheduled Distributions
Investment Authorization
IRA Charitable Distribution Form
LOAN FORMS
Automatic Payment Form (Loans)
Loan Authorization for ACH Pull-In
Loan Servicing FAQ
GENERAL FORMS
Address Change Form
Beneficiary Designation Form
Phone Authorization Form
CDF Capital Fee Schedule
OFFERING CIRCULAR
Please choose your state to access the Offering Circular files for download.
INVESTMENT APPLICATIONS
Standard Purchase Application
Please choose your state to access the purchase application files for download.
Simplified Purchase Application
Please choose your state to access the purchase application files for download.
A NOTE TO POTENTIAL INVESTORS
We sell our Certificates only to investors who certify in their Purchase Application that they are, before receiving the Offering Circular, members of, contributors to, or participants in a Qualified Ministry, CDF, or in any program, activity or organization which constitutes a part of a Qualified Ministry or CDF, or in other religious organizations that have a programmatic relationship with a Qualified Ministry or CDF (the “Limited Class of Investors”). We, in our sole discretion, may determine that a potential investor is not in the Limited Class of Investors. We reserve the right to refuse to offer or sell any Certificate to any person or entity.
For more information, see “Certificate Sales—Limited Class of Investors” in the Offering Circular.
TO RECEIVE A PAPER VERSION OF THE OFFERING CIRCULAR
Please email us at contact@CDFcapital.org