Purchase an Investment

 

Follow these three easy steps to purchase an investment.

Step 1: Review These Eligibility Requirements for Investors.
Before applying to purchase an investment, an investor must be one of the following:

  • a congregation, organization, or institution that is related to the ELCA
  • a person who is a member or employee of, contributor to, or other participant in a congregation, organization, or institution that is part of or related to the ELCA
  • an ancestor, descendant, or successor in interest of such a person

South Carolina residents: MissionPlus investments are only available to congregations and ELCA-related ministries, not to individuals. MissionFirst and MissionTermSelect adjustable-rate investments held in IRAs or CESAs will not be offered and sold in South Carolina. (Download the South Carolina Supplement below for more information.)

Louisiana residents: MissionFirst and MissionPlus investments and MissionTermSelect adjustable-rate investments held in IRAs and CESAs are not available for sale in Louisiana. (Download the Louisiana Supplement below for more information.) 

Please read the Offering Circular before making any investment decisions.



Step 2: Select a Purchase Application.

MissionTermSelect  
PDF file requires Adobe Acrobat Reader--available at www.adobe.com Purchase Application

MissionTermSelectGrand
PDF file requires Adobe Acrobat Reader--available at www.adobe.com Purchase Application

MissionPlus
PDF file requires Adobe Acrobat Reader--available at www.adobe.com Purchase Application
Includes application for Mission Investment Fund Visa® Debit Card (for individuals)

Youth Ministry MissionPlus
PDF file requires Adobe Acrobat Reader--available at www.adobe.com  Purchase Application

MissionFuture4Kidz
PDF file requires Adobe Acrobat Reader--available at www.adobe.com  Purchase Application

MissionFirst
PDF file requires Adobe Acrobat Reader--available at www.adobe.com  Purchase Application

Investments held in IRAs and CESAs 
Access the IRA Service Center to complete an online purchase application for a term investment that may be held as an investment for a Traditional or Roth IRA, SEP IRA, or a Coverdell Education Savings Account with UMB Bank, n.a., as custodian. Sign the forms and mail them to MIF with a check in the amount of your investment.

Health Savings Account
Access the HSA Service Center to complete an online purchase application for a Health Savings Account investment with UMB Bank, n.a., as custodian. Print and sign the forms and mail them to the Mission Investment Fund with a check in the amount of your investment.

NOTE: These applications are interactive PDFs that can be completed online with Adobe Acrobat. Once you have completed the application, print a copy and mail it with a check for your initial investment to the Mission Investment Fund. Signature fields and dates in the Certification section are not interactive. Once completed, the PDF cannot be saved.

Please read the Offering Circular before making any investment decisions. You can also download a Beneficiary Designation form.

Step 3: Download Supplement to the Offering Circular for your State.

If you live in one of the states listed below, click on the name of your state to download a PDF of the Supplement to the Offering Circular. The Supplement for your state provides important information you’ll need to know before investing.

PDF file requires Adobe Acrobat Reader--available at www.adobe.com  Arizona
PDF file requires Adobe Acrobat Reader--available at www.adobe.com  California
PDF file requires Adobe Acrobat Reader--available at www.adobe.com  Georgia
PDF file requires Adobe Acrobat Reader--available at www.adobe.com  Louisiana
PDF file requires Adobe Acrobat Reader--available at www.adobe.com  South Carolina
PDF file requires Adobe Acrobat Reader--available at www.adobe.com  Ohio

Note: The State of Ohio Department of Commerce requires Ohio residents to sign and return a copy of the supplement to the Mission Investment Fund.

If you have any questions about the application process, contact us. 

Mail your completed purchase application with a check for the initial investment to: Mission Investment Fund, P.O. Box 31070, Chicago, IL  60631-0070. 

Once you have purchased an investment, please mail additions to principal to: Mission Investment Fund, P.O. Box 798149, St. Louis, MO 63179-8000.