Below are links and brief descriptions for Wespath Benefits and Investments forms specifically for conferences and other plan sponsors.
Links to participant forms for Wespath-administered retirement and welfare plans are here.
Tax forms are available here.
Form |
Description |
| ACH Enrollment and Update Form | Enables United Methodist Church-affiliated institutions to make electronic deposits and withdrawals between their bank or financial institution and Wespath. |
| Target Allocation Form | Enables United Methodist Church-affiliated institutions with investment account(s) to change future target allocations. |
| Investment Account Enrollment Form | Enables United Methodist Church-affiliated institutions new to Wespath to open an investment account. |
| Investment Account Enrollment Form for Existing Clients | Enables existing United Methodist Church-affiliated institutions to open an investment account with Wespath. |
| Monthly Settlement Election Form | Enables Annual Conferences to designate from which investment fund(s) their monthly obligations will be debited. |
| Request for Transfer Between Accounts | Enables United Methodist Church-affiliated institutions with multiple investment accounts to initiate a transfer of money from one investment account to another. |
| Request for Transfer Within an Account Between Investment Funds | Enables United Methodist Church-affiliated institutions to request the transfer of money within one of their investment accounts from one investment fund to another. |
| Request for Withdrawal | Enables United Methodist Church-affiliated institutions to request a withdrawal of money from one of their investment account(s). |
| Request for Withdrawal for International Accounts | Enables international United Methodist Church-affiliated institutions to request a withdrawal of money from one of their investment account(s). |
| Wespath Security Administration Form | Enables United Methodist Church-affiliated institutions to request access to manage their investment accounts online through the Wespath Portal on wespath.org. |