CBIS is in the process of updating forms to help assist investors. The new forms will be active on December 2 2019. To avoid delays in processing, ensure that the most recent form is used. Any outdated forms will be rejected and will delay processing.   Click here>> for information on the forms that will be updated.

CUIT Audit requests should be submitted by mail or fax to:

CBIS Account Services
PO Box 9683
Providence, RI 02940-9683
Fax: 844-261-6489

 

To avoid delays, please ensure that the request includes your account number and is signed by an authorized signer. Audit request may take up to 20 days for completion.

To check the status, please call CBIS Account Services at 800-321-7194.

Investing with the CUIT Magnus® Funds

Current CUIT Investors

Current CUIT investors who wish to convert from a single CUIT Fund or from investments in multiple CUIT Funds to one of the four Magnus ®Fund series need only to complete a Magnus ®Funds Exchange Form and fax it to the number on the top of the form.

Current CUIT investors who wish to establish a new CUIT Magnus ®Fund account need to complete a Magnus ®Funds Investment Account Application for Current Investors. Once the account is established, you will be required to submit a Magnus ®Fund Purchase Form to complete your investment.

For assistance, please refer to the CUIT Magnus ®Funds Account Opening Instructions and the CUIT Purchase Instructions for details.

New CUIT Investors

New CUIT investors who wish to invest in one of the four Magnus ®Funds series are required to complete the following forms:

IMPORTANT NOTE: Once the organization is fully established, you will then be required to submit a Magnus ®Fund Purchase Form in order to invest.

For assistance, please refer to the CUIT Magnus ®Funds Account Opening Instructions and the CUIT Magnus ®Funds Purchase Instructions for details.

Fund Literature

Before investing with CBIS, please review the appropriate documents below.

Catholic United Investment Trust (CUIT)
The Catholic United Investment Trust (CUIT) was founded in 1983 as a not-for-profit trust with an independent Board of Trustees. In 2012, it was re-organized as a Delaware statutory trust and merged with the Religious Communities Trust. Investment in any CUIT Fund is restricted to Roman Catholic Organizations listed or eligible to be listed in the Kenedy Official Catholic Directory.

As part of our environmental stewardship policies, CBIS is no longer publishing CUIT Annual Reports and Semi-Annual Reports in hard-copy formats. If you would prefer to receive a printed copy through the mail, please contact us at 800-321-7194.

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.