| 2 | Additional Authorization Form | Please download this form to add an additional authorized contact | PDF |
| 3 | Beneficiary Change Form | Please download this form to change your recommendations of your final beneficiaries | PDF |
| 4 | Beneficiary Info Form | Please download this form to provide your beneficiaries information | PDF |
| 5 | CGA Agreement Form | Please download this form to update your CGA Agreement | PDF |
| 6 | Change of Address Form | Please download this form to update your address | PDF |
| 7 | Direct Deposit Individuals Form | Please download this form to enroll in direct deposit for your account | PDF |
| 8 | Direct Deposit for Organizations Form | Please download this form to enroll in direct deposit for an organization account | PDF |
| 9 | Distribution Instruction Form | Please download this form to provide new distribution instructions for your account | PDF |
| 10 | Endowment Participant Form – For Individuals | Please download this form to enroll participation in an endowment (for individuals) | PDF |
| 11 | Endowment Participant Form – For Organizations | Please download this form to enroll participation in an endowment (for organizations) | PDF |
| 12 | Endowment Investment Change Request Form | Please download this form to change your endowment investment allocation | PDF |
| 13 | Gifts of Stock Transfer Instructions Form | Please download this form to provide gifts of stock transfer instructions | PDF |
| 15 | JMPS Enrollment Form | Please download this form to enroll in the John Mason Peck Society | PDF |
| 16 | Online Access Form | Please download this form to request authorization to online access for your account | PDF |
| 17 | Withdrawal Request Form | Please download this form for submitting a withdrawal request | PDF |
| 18 | Legacy Sunday Insert | Please download this form to make a legacy gift to support American Baptist mission and ministry | PDF |
| 19 | Marketing Waiver Form | Waiver for Individuals participatingin any ABF MarCom events, promos etc. | PDF |
| 20 | Planning Your Legacy Form | Questionnaire for Estate Planning | PDF |
| 21 | Donor Testimonial | Questionnaire to help Donors tell their story. | PDF |
| 14 | Account Closure Form | Please complete and submit form for account closure. | PDF |
| 1 | Change Authorization Form | Please download this form if you wish to change Authorized Person on account | PDF |
