Investing For Retirement
Planning for retirement is one of the best ways to work toward your future goals. Individual Retirement Accounts (IRA) are an important addition to supplement your future income from social security, pension and other investment vehicles.
Learn how you can set up your own IRA, IRA rollover, or Roth IRA using New Covenant Funds. Call Shareholder Services at 877-835-4531; we are available to answer your questions.
Download an application or request a copy by mail.
Investing For Education
You can use New Covenant Funds as a tool to build toward a child’s education. A Coverdell Education Savings Account (ESA), which allows you to provide additional support for qualified education expenses including elementary, secondary, and higher education, can be established with a New Covenant Fund account.
Download a Coverdell Education Account Application or contact Shareholder Services at 877-835-4531.
Here are answers to some frequently asked questions about Coverdell ESAs:
How much can I contribute each year?
You may contribute up to $2000 per child under 18, as long as your adjusted gross income is under $110,000 for a single taxpayer or less than $220,000 for taxpayers filing jointly.
Am I taxed on my withdrawals?
Distributions are generally tax-free if the distributions are used to pay qualified education expenses of the child.
Can I make a deduction for the contributions on my income taxes?
Contributions to the account are not tax-deductible by the contributor.
Any tax or legal information provided is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.
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New Covenant Funds Investment
(This application is also used for the Federated Treasury Obligations Trust.)
IRA & Coverdell Disclosure
Please read disclosure before completing the IRA & Coverdell applications below.
Commonly Requested Forms
Authorized Traders Form (Presbyterian-related entities Only)
Check Signature Card (Money Market)
Transfer on Death (Beneficiary Designation)