Forms

Please note that CBIS is currently not able to accept forms via e-mail. The PDF forms can be filled out electronically – depending on your browser software, you may be able to fill out the form directly in your web browser. However, because not all internet browsers support Adobe PDFs, we recommend that you download the files and use Adobe software to complete the forms. All forms must be printed, signed and faxed or mailed to CBIS. Our fax numbers are:

US 844-261-6489
International 508-599-4183

All of the participants in the CUIT Funds must be listed or be eligible to be listed in the Kenedy Official Catholic Directory, widely regarded as the authoritative listing of all Catholic institutions in the United States. For more information about the Kenedy Official Catholic Directory, please visit their website at www.officialcatholicdirectory.com.

Please note that forms listed under Account Updates may take up to 5 days to process.

• Account Opening

  • CUIT Account Opening Instructions
    
  • Investment Account Application
    
  • Investment Account Application for Current Participants
    

    Use this form to establish a new account under your master account (i.e. Building Fund, or Retirement Fund).

  • IRS W-9 Request for Taxpayer Identification Number
    

    Catholic institutions wishing to establish a relationship with CBIS must fill out and return the Investment Application, Certificate of Resolution and IRS W-9 Request for Taxpayer Identification Number.

    NOTE: All prospective participants must review the CUIT Offering Memorandum and also the Declaration of Trust documents found in the column on the left side of this page.

  • Online Access Form
    

    Use this form to create an online user ID, which will enable you to view your accounts online, print statements, initiate transactions and more.

  • Online Access Guide
    
  • Certificate of Resolution
    

    If your organization requires the Certificate of Resolution – Dual Authorization (Two Signers), please contact your Relationship Manager.

  • CUIT Fund Numbers
    
  • Target Allocation Form
    

    Use this form to set-up or change Target Allocations without a rebalancing. Target Allocation changes can take up to 5 days to complete. If you have transactions to process per target allocations within the 5 days, notify BNYM Account Service at U.S. 1-800-321-7194 or International 508-871-9942 to advise that new targets have been sent in, in order to ensure transactions are completed with the correct allocation.

• Transaction

  • CUIT Redemption Instructions
    
  • CUIT Purchase Instructions
    
  • Rebalancing Form
    

    Use this form to change account targets and rebalance; or to rebalance only.

  • Purchase Form
    

    Use this form for check deposits, wire deposits to multiple funds, ACH deposits or to add, revise or cancel an Automatic Investment Plan.

    This form replaces the CUIT Automatic ACH Purchase Form, Check Deposit Form, and Wire Deposit Form.

    Effective May 2016, please use new Swift code for incoming International wires: IRVTUS3N

  • Investment Slips
    

    Use this form when making deposits for all CUIT Funds.

  • One-Time Redemption Form
    

    Use this form to request a one-time redemption by check, ACH, domestic wire or international wire.

    This form replaces the Domestic Wire Transfer Form, International Wire Transfer Form, and Check Request Form.

  • Systematic Withdrawal Plan
    

    Use this form to add, revise or cancel a repetitive check, ACH or domestic wire.

    This form replaces the CUIT Systematic ACH Redemption Request and the CUIT Systematic Redemption Request.

  • Exchange Form
    

    Use this form to exchange between CUIT Funds and accounts.

• Account Updates

  • CUIT Account Update Instructions
    
  • Statement Holder Change Form
    

    Use this form to add or delete a statement holder on your account

  • Address Change Form
    

    Use this form to change the organization or contact, address, phone number, or e-mail address on your account.

  • Online Access Form
    

    Use this form to create an online user ID, which will enable you to view your accounts online, print statements, initiate transactions and more.

  • Certificate of Resolution
    

    If your organization requires the Certificate of Resolution – Dual Authorization (Two Signers), please contact your Relationship Manager.

  • Target Allocation Form
    

    Use this form to set-up or change Target Allocations without a rebalancing. Target Allocation changes can take up to 5 days to complete. If you have transactions to process per target allocations within the 5 days, notify BNYM Account Service at U.S. 1-800-321-7194 or International 508-871-9942 to advise that new targets have been sent in, in order to ensure transactions are completed with the correct allocation.

  • Bank Instructions Form
    

    Use this form to establish or update ACH and wire instructions.