Trust Investments Application

Individual Investments Application

Thank you for your willingness to help support Kingdom work!
This application consists of Basic Information, ID Verification, ACH Authorization, and Beneficiary Information. (You can save your progress, and a link will be emailed to you to return.) Once complete, a member of our team will review and approve your application. You will then be emailed a Deposit Instruction form to complete, which will enable you to fund your account.

If you have any questions or concerns during this process, don't hesitate to get in touch with our dedicated client services team (Adrienne, Emma, and Nathan) via email at info@mbfn.org or call us at (573) 761-0717.
Offering Circular
Which product are you applying for?*
Trust Name*
Trust EIN*
*Data is encrypted
Trust Physical Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is the trust mailing address the same as the trust physical address?*

YesNo
Trust Mailing Address (if different)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Eligibility*

Member of, contributor to, or participant in Missouri Baptist FoundationMember of, contributor to, or participant in Missouri Baptist Convention
Name of eligible organization or church*
How did you hear about the Enhanced Cash Investments?*
Capacity of Signer(s)*

TrusteePower of Attorney
Authorized Signer #1*

First NameLast Name
Authorized Signer #1 Date of Birth*

MonthDayYear
Date
Authorized Signer #1 Email*
example@example.com
Authorized Signer #1 Phone Number*
Please enter a valid phone number.
Signature*
Do you want to add a joint account holder? (A person who shares equal access and responsibility for an account.)*

YesNo
Please enter the joint account holder’s information below. They will receive an email with their portion of the application, which they’ll need to complete in order to finalize the application process.
Authorized Signer #2 Name*

First NameLast Name
Authorized Signer #2 Email*
example@example.com

Applicant ID

Either take a photo OR upload a picture.
Front*
Back*
ID (Front & Back)*

Cancelof

Authorization Agreement for Direct Deposits & Withdrawals (ACH)

Company Name: Missouri Baptist Foundation Company ID Number: 43-1466115
Date*

MonthDayYear
Date
Bank Name*
Bank City*
Bank Routing Number*
Checking Account Number*
Please attach ONE of the following documents for account verification:

Voided Check: A personal check for your bank account.

Deposit Slip: Many banks, even if they don’t provide pre-voided checks, offer direct deposit forms. These forms are like pre-filled direct deposit slips that you can provide.

Bank Documentation: A letter or statement on bank letterhead with your account information could work.
Account Verification Document*
Account Verification Document*

Cancelof

Trust Documents

Please upload the following portions of the trust.
Please submit the following portions of the trust either by taking a photo OR uploading.
- Title Page
- Signature Page
- Successor Trustee Page
Title Page*
Signature Page*
Successor Trustee Page*
Title Page, Signature Page, Successor Trustee Page*

Cancelof
Should be Empty:

Individual Investments Application

Applicant ID

Authorization Agreement for Direct Deposits & Withdrawals (ACH)

Trust Documents