Investment Application

Step 1 of 5

Account #
TYPE OF OWNERSHIP
PART 1 - TYPE OF OWNERSHIP
What type of investment account would you like to open?(Required)
Where is your primary residence?(Required)
Due to the specific securities laws in your state, we are not able to provide opening of investment accounts online at this time. We hope to be able to do so in the future. Please contact the WIF office directly for information regarding opening an investment account with WIF. Call 317-774-7300 or click here to email us.
Terms & Conditions Acknowledgement(Required)
- I have read and agree to the terms of this Offering Circular.
Certification of Eligibility(Required)
- I certify that I am a eligible to invest.
I am a person who is, prior to my first purchase of the Investments, a member of, contributor to, or participant of, or share a reasonable association with, the Wesleyan Church, Wesleyan Investment Foundation (WIF), or another church or religious or church-related organization that has a programmatic relationship with or shares a common religious historic tie, background or similar purpose with the foregoing, including any program, activity or organization that constitutes a part of the foregoing religious organizations.
How did you hear about WIF?(Required)
Church name?
Which conference/event?
Please specify.

INVESTOR INFORMATION
PART 2 - INVESTOR INFORMATION
Are you completing this application on behalf of a minor?
Name(Required)
First Middle Last
Name of Trust(Required)
Name of Church/District/Nonprofit/Business(Required)
Social Security Number(Required)
Date of Birth(Required)
Month
Day
Year
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Primary Age
Is primary account holder a minor?
- Yes. I am an adult opening an account on behalf of a minor.
If this account is for a minor, please list as primary holder and add a parent or guardian as the joint holder. The parent or guardian will need to provide the digital signature and complete security questions.
Taxpayer Identification Number(Required)
Taxpayer Identification Number (SSN or EIN)(Required)
Due to the specific securities laws in your state, we are not able to provide opening of deposit accounts online at this time. We hope to be able to do so in the future. Please contact the WIF office directly for information regarding opening a deposit account with WIF. Call 317-774-7300 or email us at [email protected].
Click here to contact us
Mobile Number(Required)
Your Name(Required)
Mailing Address(Required)
Address City State ZIP
Email Address(Required)
My primary address is different from my mailing address.
- My primary address is different from my mailing address.
Primary Address(Required)
Address City State ZIP
Would you like to add a joint holder (with rights of survivorship) to this account?(Required)
Like a spouse for example. If you do not designate any at this time you may do so at a later date.
How many joint holders do you wish to add to this account?(Required)
How many adult joint holders would you like to add to this account?(Required)
Are you an authorized signer?
- Yes
How many authorized signers are on this account?(Required)
We need at least 2 authorized signers.
CERTIFICATE OF TRUST & AUTHORITY TO ACT

The undersigned, being the Grantor(s) of a certain trust, hereby certify to the following information concerning the existence of same and provisions contained therein.
Date of Trust(Required)
Month
Day
Year
Has the Trust ever been amended?(Required)
Date of Last Amendment(Required)
Month
Day
Year
How many Trustees are in your Trust?(Required)
How many Successor Trustees are in your Trust?(Required)
Authorized Signer 1
Name(Required)
Email Address(Required)
Authorized Signer 2
Name(Required)
Email Address(Required)
Authorized Signer 3
Name(Required)
Email Address(Required)
Authorized Signer 4
Name(Required)
Email Address(Required)
Board Secretary
Name(Required)
Email Address(Required)
Adult Joint Holder 1
Name(Required)
First Middle Last
Date of Birth(Required)
Month
Day
Year
Adult Joint 1 Address
- Same address as primary account holder (you)?
Mailing Address(Required)
Address City State ZIP
Social Security Number(Required)
Mobile Number
Email Address
Adult Joint Holder 2
Name(Required)
First Middle Last
Date of Birth(Required)
Month
Day
Year
Adult Joint 1 Address
- Same address as primary account holder (you)?
Mailing Address(Required)
Address City State ZIP
Social Security Number(Required)
Mobile Number
Email Address
Adult Joint Holder 3
Name(Required)
First Middle Last
Date of Birth(Required)
Month
Day
Year
Adult Joint 1 Address
- Same address as primary account holder (you)?
Mailing Address(Required)
Address City State ZIP
Social Security Number(Required)
Mobile Number
Email Address
Joint Holder 1
Name(Required)
First Middle Last
Date of Birth(Required)
Month
Day
Year
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Joint Holder 1 Age
Joint 1 Address Copy
- Same address as primary account holder (you)?
Mailing Address(Required)
Address City State ZIP
Social Security Number(Required)
Mobile Number
Email Address
Joint Holder 2
Name(Required)
First Middle Last
Date of Birth(Required)
Month
Day
Year
This field is hidden when viewing the form
Joint Holder 2 Age
Joint 2 Address Copy
- Same address as primary account holder (you)?
Mailing Address(Required)
Address City State ZIP
Social Security Number(Required)
Mobile Number
Email Address
Joint Holder 3
Name(Required)
First Middle Last
Date of Birth(Required)
Month
Day
Year
This field is hidden when viewing the form
Joint Holder 3 Age
Joint 3 Address Copy
- Same address as primary account holder (you)?
Mailing Address(Required)
Address City State ZIP
Social Security Number(Required)
Mobile Number
Email Address
Beneficiary Info
If two or more of you create an account, you own the account jointly with survivorship. Beneficiaries acquire the right to withdraw only if all persons creating the account are deceased, and the beneficiary is then living. If two or more beneficiaries are named and survive the death of all persons creating the account, such beneficiaries will own the balance of the account in equal shares with right of survivorship. The person(s) creating this type of account reserves the right to: (1) change beneficiaries, (2) change account types, and (3) withdraw all or part of the investment at any time. If no beneficiaries are named, your estate will be the beneficiary. If opening in the name of your trust and you wish for the funds to be distributed upon your death according to your trust, please list the name of your trust below. Listing beneficiaries other than your trust will override the trust.
How many beneficiaries do you wish to designate at this time?(Required)
If you do not designate beneficiaries at this time you may do so at a later date.
Beneficiary 1
Name(Required)
First Middle Last
Relationship(Required)
Date of Birth(Required)
Month
Day
Year
Mobile Number
Social Security Number(Required)
Mailing Address(Required)
Address City State ZIP
Beneficiary 2
Name(Required)
First Middle Last
Relationship(Required)
Date of Birth(Required)
Month
Day
Year
Mobile Number
Social Security Number(Required)
Mailing Address(Required)
Address City State ZIP
Beneficiary 3
Name(Required)
First Middle Last
Relationship(Required)
Date of Birth(Required)
Month
Day
Year
Mobile Number
Social Security Number(Required)
Mailing Address(Required)
Address City State ZIP
Beneficiary 4
Name(Required)
First Middle Last
Relationship(Required)
Date of Birth(Required)
Month
Day
Year
Mobile Number
Social Security Number(Required)
Mailing Address(Required)
Address City State ZIP
Beneficiary 5
Name(Required)
First Middle Last
Relationship(Required)
Date of Birth(Required)
Month
Day
Year
Mobile Number
Social Security Number(Required)
Mailing Address(Required)
Address City State ZIP
Beneficiary 6
Name(Required)
First Middle Last
Relationship(Required)
Date of Birth(Required)
Month
Day
Year
Mobile Number
Social Security Number(Required)
Mailing Address(Required)
Address City State ZIP
Trustee 1
Name(Required)
First Middle Last
Social Security Number(Required)
Date of Birth(Required)
Month
Day
Year
Trustee 2
Name(Required)
First Middle Last
Social Security Number(Required)
Date of Birth(Required)
Month
Day
Year
Trustee Authority
Please designate the above Trustee(s) authority(Required)
Successor Trustee 1
Name(Required)
First Middle Last
This field is hidden when viewing the form
Social Security Number
This field is hidden when viewing the form
Date of Birth
Month
Day
Year
Successor Trustee 2
Name(Required)
First Middle Last
This field is hidden when viewing the form
Social Security Number
This field is hidden when viewing the form
Date of Birth
Month
Day
Year
Successor Trustee 3
Name(Required)
First Middle Last
This field is hidden when viewing the form
Social Security Number
This field is hidden when viewing the form
Date of Birth
Month
Day
Year
Successor Trustee 4
Name(Required)
First Middle Last
This field is hidden when viewing the form
Social Security Number
This field is hidden when viewing the form
Date of Birth
Month
Day
Year
Successor Trustee(s) Authority
Please designate Successor Trustee(s) authority(Required)

Certification & Signature
CERTIFICATION & SIGNATURE
Investor represents, warrants, and agrees that: (a) Investor has received and has carefully reviewed the Offering Circular of Wesleyan Investment Foundation, Inc. ("WIF") describing the unsecured debt investments WIF offers to the Investor (the "Investments"), including the “Risk Factors” section thereof; (b) Investor is purchasing the Investments either (i) solely for Investor's own account and not for the account of any other person or organization, or (ii) in Investors capacity as a duly authorized trustee or other fiduciary with full power and authority to make investment decisions on behalf of a trust; and (c) Investor will not assign, encumber or otherwise transfer any part of its interest in the Investment without WIF's prior written consent. Investor acknowledges that: (a) Investor will receive Semi-Annual Statements and Activity Notices through Online Account Access which requires a computer with internet access. Investor must enroll in Online Account Access. Step-by-step instructions for enrollment will come with your account confirmation letter; (b) to the extent WIF is not registered as an investment company, an investment advisor, a broker or a dealer or has not registered the offering of its Investments, in each case pursuant to applicable federal, state and local securities laws, WIF relies on applicable exclusions or exemptions from such laws, and Investor's failure to comply with this Agreement could jeopardize the availability or applicability of those exclusions and exemptions; (c) Investments are unsecured, general debt obligations of WIF, and are not guaranteed by The Wesleyan Church Corporation or any other person or entity; (d) the payment of principal and interest on the Investments is dependent upon loan repayments to WIF which in turn is dependent in large part upon the future charitable giving of members of churches receiving loans from WIF, and that the continuation of or extent of such income cannot be predicted with any certainty; (e) no federal or state agency has made any determination as to the fairness of the Investments, nor made any recommendation or endorsement of the Investments; and (f) the purchase of Investments is subject to investment risks, including possible loss of the entire principal amount invested. Redemption Right; Default by WIF. An Investor may redeem their investment by contacting WIF via the Investor’s web portal on WIF’s website, by calling WIF at 317-774-7300 or submitting a written request via mail to WIF. If WIF fails to pay any amount of interest and principal due and payable to Investor within seven (7) days of (a) the due date for payment of an Investment with a stated term or (b) Investor’s written demand for payment of an Investment payable on demand, an “Event of Default” shall have occurred. Investor shall have all rights and remedies which Investor may have by law to remedy any Event of Default. Terms of Agreement: The foregoing terms of this Investment Agreement shall govern the initial investment and all subsequent investments by Investor in the Investments. All representations, warranties, agreements and acknowledgements of Investor are restated as of the date of each subsequent investment, including each time interest is reinvested. Under penalties of perjury, I certify that the Social Security or Taxpayer Identification Number shown in Part 1: Type of Ownership is correct; and I am either exempt from backup withholding or otherwise not subject to backup withholding. The IRS has not notified me that part of my dividend and interest is to be withheld as a result of my failure to report all dividend and interest income.
ELECTRONIC SIGNATURE
ELECTRONIC SIGNATURE TRUSTEE 1
Full Legal Name(Required)
First Middle Last
Email(Required)
Terms of ACCEPTANCE & SIGNATURE(Required)
- I understand that checking this box constitutes a legal signature confirming that I have signed this Agreement by typing my name above and that I have read and understand the Investor Agreement.
ELECTRONIC SIGNATURE (Joint Holder 1)
Full Legal Name
First Middle Last
Email
Terms of ACCEPTANCE & SIGNATURE
- I understand that checking this box constitutes a legal signature confirming that I have signed this Agreement by typing my name above and that I have read and understand the Investor Agreement.
This field is hidden when viewing the form
Date (Joint)
MM slash DD slash YYYY
ELECTRONIC SIGNATURE (Joint Holder 2)
Full Legal Name(Required)
First Middle Last
Email(Required)
Terms of ACCEPTANCE & SIGNATURE(Required)
- I understand that checking this box constitutes a legal signature confirming that I have signed this Agreement by typing my name above and that I have read and understand the Investor Agreement.
This field is hidden when viewing the form
Date (Joint 2)
MM slash DD slash YYYY
ELECTRONIC SIGNATURE (Joint Holder 3)
Full Legal Name(Required)
First Middle Last
Email(Required)
Terms of ACCEPTANCE & SIGNATURE(Required)
- I understand that checking this box constitutes a legal signature confirming that I have signed this Agreement by typing my name above and that I have read and understand the Investor Agreement.
This field is hidden when viewing the form
Date (Joint 3)
MM slash DD slash YYYY
ELECTRONIC SIGNATURE (Trustee 1)
Full Legal Name(Required)
First Middle Last
Email(Required)
Terms of ACCEPTANCE & SIGNATURE(Required)
- I understand that checking this box constitutes a legal signature confirming that I have signed this Agreement by typing my name above and that I have read and understand the Investor Agreement.
ELECTRONIC SIGNATURE (Trustee 2)
Full Legal Name(Required)
First Middle Last
Email(Required)
Terms of ACCEPTANCE & SIGNATURE(Required)
- I understand that checking this box constitutes a legal signature confirming that I have signed this Agreement by typing my name above and that I have read and understand the Investor Agreement.
This field is hidden when viewing the form
Agreement Data
This field is hidden when viewing the form
Date (Trustee 1)
MM slash DD slash YYYY
This field is hidden when viewing the form
Date (Trustee 2)
MM slash DD slash YYYY
URL
This field is for validation purposes and should be left unchanged.

Investment Application

Step 1 of 5

TYPE OF OWNERSHIP

INVESTOR INFORMATION

CERTIFICATE OF TRUST & AUTHORITY TO ACT

Authorized Signer 1

Authorized Signer 2

Authorized Signer 3

Authorized Signer 4

Board Secretary

Adult Joint Holder 1

Adult Joint Holder 2

Adult Joint Holder 3

Joint Holder 1

Joint Holder 2

Joint Holder 3

Beneficiary Info

Beneficiary 1

Beneficiary 2

Beneficiary 3

Beneficiary 4

Beneficiary 5

Beneficiary 6

Trustee 1

Trustee 2

Trustee Authority

Successor Trustee 1

Successor Trustee 2

Successor Trustee 3

Successor Trustee 4

Successor Trustee(s) Authority

Investment Withdrawl Info

ELECTRONIC FUNDS TRANSFER (EFT) AUTHORIZATION

Security & Verification

SECURITY QUESTIONS PRIMARY HOLDER

SECURITY QUESTIONS TRUSTEE 1

SECURITY QUESTIONS JOINT HOLDER 1

SECURITY QUESTIONS TRUSTEE 2

SECURITY QUESTIONS JOINT HOLDER 2

SECURITY QUESTIONS JOINT HOLDER 3

Certification & Signature

CERTIFICATION & SIGNATURE

ELECTRONIC SIGNATURE

ELECTRONIC SIGNATURE TRUSTEE 1

ELECTRONIC SIGNATURE (Joint Holder 1)

ELECTRONIC SIGNATURE (Joint Holder 2)

ELECTRONIC SIGNATURE (Joint Holder 3)

ELECTRONIC SIGNATURE (Trustee 1)

ELECTRONIC SIGNATURE (Trustee 2)

Agreement Data