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Church Organizers Foundation

> Stewardship Resources for Congregations, Schools & Individuals!

T: 517-858-0362

E: churchorganizers@gmail.com

Trust Administration

Ministry Mapping Inventory (MMI)

Make an Appointment

Office Desk

CUSTOMER FORMS

New Account Application

New Account Application

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New Account Application

New Account Application

Retirement

Account Transfer Form

Account Transfer Form

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Advisory Agreement Form

Advisory Agreement Form

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Consulting Agreement Form

Consulting Agreement Form

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Premier Check & Debit Card Form

Premier Check & Debit Card Form

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Move Money Authorization Form

Move Money Authorization Form

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Investor Profile Questionnaire

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Schwab Investor Questionnaire

Schwab Investor Questionnaire

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COF Financial Planning Questionnaire

COF Financial Planning Questionnaire

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Signing a Contract

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