Wespath Forms

Below are links to Wespath Investment Management forms along with a brief summary of the purpose of each form.
 
Enables United Methodist Church-affiliated institutions to make electronic deposits and withdrawals between their bank or financial institution and Wespath.
 
Enables United Methodist Church-affiliated institutions with investment account(s) to change future target allocations.
 
A guidebook for United Methodist Church-affiliated institutions in the administration of their investment account(s) with Wespath Investment Management, a division of Wespath Benefits and Investments.
 
Enables United Methodist Church-affiliated institutions to open an investment account with Wespath Investment Management, a division of Wespath Benefits and Investments.
 
Enables existing clients to open an investment account with Wespath Investment Management, a division of Wespath Benefits and Investments.
 
Enables Annual Conferences to designate from which investment fund(s) their monthly obligations will be debited.
 
Enables United Methodist Church-affiliated institutions with multiple investment accounts to initiate a transfer of money from one investment account to another.
 
Enables United Methodist Church-affiliated institutions to request the transfer of money within one of their investment accounts from one investment fund to another.
 
Enables United Methodist Church-affiliated institutions to request a withdrawal of money from one of their investment account(s).
 
Enables international United Methodist Church-affiliated institutions to request a withdrawal of money from one of their investment account(s).
 
Enables United Methodist Church-affiliated institutions to request access to manage their investment accounts online at wespath.com.

Contact Us

Call: 1-847-866-4100
Or we can contact you:
  denotes required fields
Name:
Phone:
 - 
Email:
 
©2017 Wespath Investment Management, a division of Wespath Benefits and Investments, a general agency of The United Methodist Church. All Right Reserved.