Resources

New Covenant Funds Investment Application

New Covenant Funds Investment
(This application is also used for the New Covenant Treasury Obligations Fund.)

New Covenant Funds IRA Applications

IRA & Coverdell Disclosure - Please read disclosure before completing the IRA & Coverdell applications below.

Traditional - Roth Retirement Account (IRA)

(Read the Disclosure listed above)

IRA Recharacterization Form

Rollover Certification

Transfer of Assets - Rollover

Withdrawal Authorization Form


Coverdell Education Savings Account

(Read the Disclosure listed above)

Coverdell ESA Rollover Form

Coverdell ESA Withdrawal Form

Coverdell ESA Transfer of Assets Form

 

Commonly Requested Forms

Account Update
Automatic Investment Plan
Authorized Traders Form (Institutional Accounts Only)

Check Signature Card (Treasury Obligations Fund)
First Fruits Participation
Systematic Withdrawal
Transfer on Death (Beneficiary Designation)

 

Fact Sheets

New Covenant Growth Fund
New Covenant Income Fund
New Covenant Balanced Growth Fund

New Covenant Balanced Income Fund

 

Prospectus

Prospectus - New Covenant Funds 2009
Statement of Additional Information

Money Market Prospectus - 2009

Reports

Semi-Annual Report - New Covenant Funds, December 31, 2008

Annual Report - New Covenant Funds, June 30, 2009

Annual Report - Treasury Obligations Fund, Trust Shares, 2008

Shareholder Services

Telephone Access to Fund Information (Phone Tree Diagram)

 

Distributed by: New Covenant Funds Distributor, Inc. 200 E. Twelfth Street, Jeffersonville, IN 47130, 800-858-6127
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT
Presbyterian Foundation | New Covenant Trust Company | Presbyterian Church (U.S.A.)
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877-835-4531
200 E. Twelfth Street
Jeffersonville, IN 47130
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