Opening A New Account

Step 1

To begin, review the Trust Agreement with Schedule A. Then, have  2 (two) Trustees fill in the required information on page one, sign, and date.

Step 2

Select 2 (two) Contact Persons, one primary and one secondary, as liaisons for your church. Have them complete their respective sections on Schedule A (3rd page of the Trust Agreement).

Step 3

Complete the New Account Deposit Form and return with check made out to UMFNE. Indicate the Model Portfolio you want to invest in and how you want quarterly dividends handled. Your Primary Contact Person then signs the form.

Step 4

Return all 3 (three) pages  with deposit check to:

UMFNE / 42 Route 111 / Suite 200
Derry NH  03038

Once processing is complete, you will receive a folder containing transaction forms, pertinent information and a copy of your signed Trust Agreement