Investment Applications

Individual Investment Application (PDF)
Congregation Investment Application (PDF)
Investment Application for Trusts (PDF)
Reformation Investment Application - LIMITED TIME OFFER (PDF)

Transactions

Deposit/Withdraw (PDF)
Wire Transfer (PDF)
Note Maturity Instructions (PDF)
Congregation Disbursement (PDF)

Electronic Funds Transfer (EFT/ACH)

Sign up for EFT for future use (deposit or withdraw in the future)
Make One Time Transfer (Individuals) between Texas CEF and my bank (deposit / withdraw)
Make One Time Transfer (Congregations) between Texas CEF and bank (deposit / withdraw)
Transfer interest from Texas CEF to my bank (interest withdraw)
Set Up Recurring EFT from my bank to Texas CEF (recurring deposit)
Change Existing EFT from my bank to Texas CEF (recurring deposit)
Make EFT Loan Payment (pay congregation loan)

Forms for Individuals, Trusts, Businesses

My Texas CEF Enrollment Form - Individual (PDF)
My Texas CEF Security Enhancements (PDF)
100 Plus 1 Form (PDF)
Personal Information (PDF) (to update contact information and home church)
Ownership Change (PDF)
Beneficiary (PDF)
Trust Certification (PDF)
Business/Organization Authorized Signers (PDF)
Business/Organization Contact Information (PDF)

IRA Forms

For Brand New IRA with Texas District CEF

For Brand New IRA with Texas District CEF

  1. IRA Account Application
  2. IRA Investment Authorization
  3. Simplifiers are only needed for your first Traditional IRA, Roth IRA and/or Coverdell ESA. Be sure to select appropriate Simplifier form for IRA type.
    Traditional Simplifier
    Roth Simplifier
    Coverdell ESA Simplifier
  4. Check made payable to GOLDSTAR Trust Company.

For IRA Rollover

For IRA Rollover

(60-day rollover of assets previously distributed to you from an IRA that you are using to open new IRA)

  1. IRA Account Application
  2. IRA Investment Authorization
  3. Simplifiers are only needed for your first Traditional IRA, Roth IRA and/or Coverdell ESA. Be sure to select appropriate Simplifier form for IRA type.
    Traditional Simplifier
    Roth Simplifier
    Coverdell ESA Simplifier
  4. IRA Rollover Certification

For IRA Transfer or direct Rollover

For IRA Transfer or direct Rollover

(Transfer funds from another qualified IRA or qualified retirement plan. Funds are transferred directly to GoldStar Trust Company)

  1. IRA Account Application
  2. IRA Investment Authorization
  3. Simplifiers are only needed for your first Traditional IRA, Roth IRA and/or Coverdell ESA. Be sure to select appropriate Simplifier form for IRA type.
    Traditional Simplifier
    Roth Simplifier
    Coverdell ESA Simplifier
  4. IRA Rollover Certification
  5. Most recent account statement from current IRA Custodian or qualified retirement plan with name and current address on it.

For Roth IRA Transfer

For Roth IRA Transfer

(Transfer funds from Roth IRA to open another ROTH IRA. Funds are transferred directly to GoldStar Trust Company)

  1. IRA Account Application
  2. IRA Investment Authorization
  3. Simplifiers are only needed for your first Roth IRA. Roth Simplifier
  4. Roth Transfer Request Form
  5. Most recent account statement from current IRA Custodian with name and current address on it.

All IRA Forms

All IRA Forms

IRA Account Application - used to open any form of IRA investment with CEF. Checks must be payable to GoldStar Trust Company rather than Texas CEF.
IRA Investment Authorization - instructs GoldStar to include this CEF investment in your IRA portfolio.
IRA Rollover Certification - Complete this form only when initiating a 60-day rollover of assets previously distributed to you from an IRA or Employer-sponsored retirement plan.
IRA Transfer/Direct Rollover Request - used to transfer funds from another qualified IRA or a direct rollover from a qualified 401(k) or similar retirement plan.
Roth Transfer Request - Complete this form if doing a direct transfer of a ROTH IRA.
Traditional Simplifier - form to establish a Traditional IRA custodial account with GoldStar. Only needed for your first Traditional IRA investment.
Roth Simplifier - form to establish a Roth IRA custodial account with GoldStar. Only needed for your first Roth IRA investment. 
Coverdell ESA Transfer Request - Complete this form if doing a direct transfer of a Coverdell Education Savings Account.
Coverdell ESA Simplifier - form to establish a Coverdell ESA custodial account with GoldStar. Only needed for your first ESA investment.


Forms for Congregations

My Texas CEF Enrollment Form - Organization (PDF)
My Texas CEF Security Enhancements (PDF)
100 Plus 1 Form (PDF)
KIDS Stamp Consignment (PDF)
KIDS Stamp Rep Profile (PDF)
CEF/K.I.D.S. Stamp Materials Order Form (PDF)
Congregation/Organization Authorized Signers (PDF)
Congregation/Organization Contact Information (PDF)
Congregation Loan Application (PDF)
Congregation Small Loan Application (for loans under $1 million)
Statement of Understanding (PDF)
Certificate of Constitution and Bylaws (PDF)

Publications

Offering Circular (PDF)
Terms and Conditions (PDF)
Loan Rate History (PDF)
Supporting Investments (PDF)
Construction Loan Procedures (PDF)