Wespath Forms

Below are links to Wespath Institutional Investments forms along with a brief summary of the purpose of each form.
 
Enables United Methodist Church-related institutions to make electronic deposits and withdrawals between their bank or financial institution and Wespath.
 
Enables United Methodist Church-related institutions with investment account(s) to change future target allocations.
 
Enables United Methodist Church-related institutions to open an investment account with Wespath Institutional Investments, a not-for-profit subsidiary of Wespath Benefits and Investments.
 
Enables existing clients to open an investment account with Wespath Institutional Investments, a not-for-profit subsidiary of Wespath Benefits and Investments.
 
Enables United Methodist Church-related institutions with multiple investment accounts to initiate a transfer of money from one investment account to another.
 
Enables United Methodist Church-related institutions to request the transfer of money within one of their investment accounts from one investment fund to another.
 
Enables United Methodist Church-related institutions to request a withdrawal of money from one of their investment account(s).
 
Enables international United Methodist Church-related institutions to request a withdrawal of money from one of their investment account(s).
 
Enables United Methodist Church-related institutions to request access to manage their investment accounts online.

Contact Us

For general inquiries, please:
•  call us at 1-847-866-4100 or
•  e-mail investmentinfo@wespath.org
 
 

Visit our website for Participants, Conferences and Other Plan Sponsors: wespath.org

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