Home 5 Forms & Documents

Forms & Documents

Updating your information and account with LCEF is simple. Search for the form you need, complete it and submit it. We’ll handle the rest, ensuring your account stays organized without the hassle.

Maturing term notes

Maturing term notes

Reinvestment Form

Redemption Form

* Maturing term note forms available for individuals, congregations, schools, and organizations

Investments

Investments

Personal

New Account Applications
Church Worker StewardAccount (CWSA) Investment Application

Church Worker Loan Pool Application

Investment Application for Individuals

Young Investors (YI) StewardAccount Application

Misc Forms
All Access Account Debit Card Order Form (Individuals)

Beneficiary Designation Form

Change of Address Form

Conservatorship Affidavit

Debit Card Order Form for All Access Account

Investment ACH Authorization Form For Individuals

POA Affidavit

POA MyAccount Application for Online Account Access

Redemption Form For Individuals

Shared Interest Form

Trust Certification Form

Young Investors Debit Card and MyAccount (Online Account Access) Form

Young Investor StewardAccount Amendment Form

Update Primary or Joint Owners Form

Update Trust Information Form

Update Your Member Congregation

Wire Transfer Request Form

Traditional and Roth Individual Retirement Account (IRA) Forms
Traditional IRA Application Form

Traditional IRA Contribution Form

Traditional IRA Withdrawal Authorization Form

IRA Beneficiary Designation Form

IRA Charitable Distribution Request Form

IRA Trust Certification Form

IRA Amendment Form

Roth IRA Contribution Form

Roth IRA Withdrawal Form

Roth IRA Contribution And Investment Selection Form

Roth Individual Retirement Account Application

Health Savings Account (HSA) Forms
Add Authorized User Form for Health Savings Accounts

Debit Card Order Form for Health Savings Accounts (HSAs)

HSA Application

HSA Beneficiary Designation

HSA Contribution and Investment

HSA Withdrawal Authorization Form

Name Change Form for Health Savings Accounts (HSAs)

HSA Transfer Request

HSA Information Change

HSA Custodial Agreement

Congregations, Schools
& Organizations

New Account Applications
Investment Application for Businesses

Investment Application for Congregations and Schools

LCMS Organization Investment Application

Church Worker Loan Pool Application for Congregations and Schools

Church Worker Loan Pool Application for Organizations

Forms
Corporate Resolution

Debit Card Order Form For Congregations/Schools

Debit Card Order Form For Organizations

Investment ACH Authorization Form For Congregations/Schools

Investment ACH Authorization Form For Organizations

Investment Signature Authorization Form

Authorization for LLC Form

MyAccount Application for Online Account Access

Partnership Resolution

Redemption Form For Congregations/Schools

Redemption Form For Organizations

Wire Transfer Request Form

Loans

Loans
New Loan Applications
RCW Mortgage Loan Application

For congregation and school loans, please contact your DVP.

For organizations and school associations, please contact National Lending.

Other Forms
Additional Principal Payment Form

Authorization to Close Line of Credit

Disbursement Instruction Form

Disbursement Verification Form

Electronic Funds Transfer Agreement and Disclosure

MyAccount Online Account Access Organization Application

Payoff Request Form

Authorization of Automatic Payment Withdrawal for Consumer Loans

Line of Credit Disbursement Request Form

ACH Form for Commercial Loans

 

Miscellaneous

Miscellaneous
Joyful Response Guide to e-Giving

Joyful Response E-Tithing Bulletin Insert for Church

Joyful Response E-Tithing Bulletin Insert for Church (2up)

Joyful Response E-Tuition Flyer for Schools

Joyful Response E-Tuition Bulletin Inserts for Schools

Free Wills Guide

RCW Mortgage Information Sheet

HSA Information Brochure

Helping Hands in the Lending Process

YG StewardAccount Visa Card Temporary Increase Authorization Form

Reference Documents

Reference Documents
Fee Schedule

Financial Strength Statement

Investment Terms & Conditions

Electronic Funds Transfer Agreement and Disclosure

LCEF Privacy Policy

LCEF Privacy Statement

LCEF Error Resolution Notice

MyAccount Terms & Conditions

UMB Bank Error Resolution Notice

Checkwriting and Debit Card Agreement

Managing Your Account

Should Be Simple

Whether you’re starting a new investment, opening a loan, updating your information or signing up for LCEF’s digital services, we’ve made it easy for you to find and complete the form you need.

How It Works

Select the form you need.

Download and complete it.

Submit by email or mail as noted on the form.

Once we’ve received your completed document, we’ll take care of the rest. Let us help you keep your account in order — quickly and easily