Submit your search

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

Louisiana and South Carolina residents: DEMAND INVESTMENTS are not available in your states. (Download the supplement for your respective state below for more information.)

Please read the Offering Circular before making any investment decisions.

Step 2

Select a Purchase Application.


PDF file requires Adobe Acrobat Reader--available at www.adobe.comTERM INVESTMENTS


PDF file requires Adobe Acrobat Reader--available at www.adobe.comDEMAND INVESTMENTS

            - Individual - Includes application for Mission Investment Fund Visa Debit Card 
            
            - Ministries -  The Visa debit card is not available to ministires

            - Youth Ministry - For congregations to save for Youth events           

PDF file requires Adobe Acrobat Reader--available at www.adobe.comMIF4KIDZ 

NOTE: 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.

RETIREMENT SAVINGS ACCOUNTS and EDUCATION ACCOUNT

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.

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.

Only these states have supplements.

PDF file requires Adobe Acrobat Reader--available at www.adobe.comArizona

PDF file requires Adobe Acrobat Reader--available at www.adobe.comCalifornia

PDF file requires Adobe Acrobat Reader--available at www.adobe.comGeorgia

PDF file requires Adobe Acrobat Reader--available at www.adobe.comLouisiana

PDF file requires Adobe Acrobat Reader--available at www.adobe.comOhio

PDF file requires Adobe Acrobat Reader--available at www.adobe.comPuerto Rico

PDF file requires Adobe Acrobat Reader--available at www.adobe.comSouth Carolina


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 applications, call 877.886.3522 or e-mail us.

© Evangelical Lutheran Church in America | 800-638-3522