Turning over the books? Changing authorized signers? It’s important to update the authorized signers on your LCEF investments. Every time you need to add or remove an authorized signer on an account, we require a new Investment Signature Authorization Form (PDF).
Why? Only signatories listed on the latest form LCEF has on file will be able to conduct transactions related to the investment. If those individuals no longer have authority within your organization, your form needs to be updated.
MyAccount provides online access to your organization’s investments and loans.
If adding MyAccount access to an investment when no signatory changes are needed, complete the Business/Organization MyAccount Application (PDF).
Debit cards are only available on StewardAccounts without a multiple signature restriction.
Call 800-843-5233 if you have questions.
Documents requiring an officer’s authorization may be completed by any officer who was duly elected by the organization or business they represent. If requested they can provide proof of their election through meeting minutes or other legally binding paperwork.
We use your personal information to verify your identity when you are transacting on behalf of your organization/business. When you call us to discuss the investment, we will ask you questions based on the personal information you have provided to ensure we are communicating with you. When a signer does not provide us with personal information, we are unable to verify identity. Therefore, we may be unable to assist with phone inquiries or allow enrollment in MyAccount (online financial service).
Be assured that we treat all information in a secure and confidential manner. Refer to Privacy & Security or contact us at 800-843-5233 with any questions.
Yes. The Investment Signature Authorization Form is the “signature card” for the investment accounts listed and replaces the existing form on file. Only signatories listed on the current form will be able to transact or receive information on the account.
All organization/business debit cards are mailed to the address of the organization/business. In an emergency, replacement cards can be mailed to the address we have on file for the cardholder.
MyAccount is a secure online service allowing investors and borrowers quick access to their LCEF investment and loan information. Besides viewing balances, account history and accessing eStatements, users may:
IRA and HSA investments limited to inquiry only access in MyAccount.