Do you want to perform an account-related transaction? Our online portal makes it easy to purchase, redeem, rebalance, and exchange funds. Click on the transaction you want to perform to access the applicable form. Complete the PDF electronically in your browser, or download and complete using Adobe software. (Note: Not all Adobe form features are available in all web browsers.) Print, sign, and date the form, and fax or mail it to CBIS using the address on the form.
If you need help or have any questions, please contact us by phone or email. We look forward to assisting you with your account needs.
A deposit in any CBIS managed fund acknowledges that you have received, read, and understand the offering materials associated with the fund and agree to the terms.
For your protection, we require verbal verification of certain redemption requests. Requests are held until verbal authorization is received and we determine the request is valid.
Accounts must be opened prior to sending in deposits. Please allow 5 business days for CBIS to open your account once all the proper forms have been received. Please call U.S. 1-800-321-7194 or International 1-508-871-9942 to confirm the account has been opened and obtain the account number prior to sending in a deposit. Once you have obtained your account number, you may use the appropriate instructions for the deposit you are sending as described below.
To purchase Fund shares online, you must have online access and Automated Clearing House (ACH) instructions on your account. Online purchases will be completed via ACH and will be deducted from your bank account. Fund shares are credited on your CUIT account the next business day. You may not receive proceeds of subsequent redemption requests until reasonable belief the ACH has cleared. This may take up to 10 business days after the purchase date.
To establish ACH instructions on your account, please complete the Purchase Form.
To establish online access on your account, please complete the Online Access 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
To purchase CUIT Money Market Fund shares by telephone, you must have Automated Clearing House (ACH) instructions established on your account. Telephone purchases are completed by ACH and deducted from your bank account. Fund shares are credited on your CUIT account the next business day. Your CUIT Money Market account will be credited with Fund shares on the next business day. You may not receive proceeds of subsequent redemption requests until reasonable belief the ACH has cleared. This may take up to 10 business days after the purchase date.
To establish ACH instructions on your account, please complete the 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
Wired funds must be received before the close of regular trading on the NYSE (typically 4 p.m. EST) to receive the Fund’s NAV for that day. Wires received without complete instructions and/or after the close of regular trading on the NYSE will receive the next available trade date. Wires received in currencies other than USD may be subject to a currency conversion fee and require an additional day for processing. The sending bank should include your CUIT Account Number and CUIT Fund(s) information in the further credit information of the wire to avoid delays in processing.
Swift code for incoming international wires: IRVTUS3N
Single Fund
To make a wire purchase to a single CUIT Fund, request that your bank send the wire using the below instructions. Please include your CUIT account number and the CUIT Fund name or number in wiring instructions given to your bank.
Your CUIT Account and CUIT Fund Number
To Target Allocation
If target allocations are set up on your account, you can make wire purchases to the allocations on file. Please request that your bank send the wire using the below instructions. Please include your CUIT account number and indicate “Per Targets” in the wiring instructions given to your bank.
Your CUIT Account and Target Allocation
Multiple CUIT Funds
If you are sending in one wire to purchase shares of multiple CUIT Funds, include your CUIT account number and indicate “See Instructions”. You must complete the Purchase Form and fax to U.S. 1-844-261-6489 or International 1-508-599-4183 before the close of regular trading on the NYSE. Instructions received after close will receive the next available trade date.
Your CUIT Account and Instructions
Make checks payable to “CUIT” and include your CUIT account number. All third party checks must be properly endorsed by the payee to CUIT. Checks must be payable in U.S. dollars, drawn on a U.S. bank, and the legal line written in English. Checks must be dated no older than six months, and cannot be post-dated.
If you purchase Fund shares by check, you may not receive the proceeds of subsequent redemption requests until there is reasonable belief that the check has cleared. This may take up to 10 business days after the purchase date.
Mail checks or the Purchase Form, to the address that corresponds to the delivery method.
Catholic United Investment Trust
P.O. Box 9683
Providence, RI 02940-9683
Catholic United Investment Trust
4400 Computer Drive
Westborough, MA 01581-1722
Use the Purchase Form to:
- Send in a check deposit
- Advise of an incoming wire to multiple CUIT Funds, not per target allocation
- Request a purchase of Fund shares via Automated Clearing House (ACH)
- Set up Automatic Investment Plan (AIP) via ACH
Complete all information for the type of redemption you are requesting.
- Section 2A: Check
Complete check deposit information, and mail the Purchase Form and check to the address that corresponds with the delivery method. - Section 2B: Wire
Complete wire date if your wire is being sent to us without complete account and funds information, or is
to be allocated to multiple funds. Submit via fax on the date the wire is sent. - Section 2C: ACH
CBIS must initiate all ACH purchases. If you purchase Fund shares by ACH, you may not receive the proceeds of subsequent redemption requests until there is reasonable belief that the ACH has cleared. This may take up to 10 business days after the purchase date.- One-time ACH Purchase
CBIS will initiate the ACH upon request. The purchase amount will be deducted from your bank account. Your CUIT account will be credited with Fund shares the following business day. - Automatic Investment Plan (Via ACH)
Through the Automatic Investment Plan, you can make fixed, periodic purchases of Fund shares via automatic money transfers (ACH transfers) from your bank account. Your CUIT account will be credited with Fund shares on the date requested. Three business days are required to establish, modify, or cancel the Automatic Investment Plan for your Fund account. One Automatic Investment Plan is allowed per account.
- One-time ACH Purchase
Participating organizations may redeem all or part of their CUIT account by selling shares. The sale price of shares will be the Fund’s next-determined Net Asset Value (NAV) after CBIS’ Account Services Center receives all required documents in good order. Sale proceeds are typically sent the next business day, however the Fund has the right to take up to seven (7) days to pay redemption proceeds. If the Fund shares are purchased by ACH or check, you may not receive redemption proceeds until there is reasonable belief that the funds have cleared. This may take up to 10 days after payment has been received.
For your protection, we require verbal verification of certain redemption requests. Requests are held until verbal authorization is received and we determine the request is valid.
Redemption orders of Fund shares will not be accepted unless they are in good order. A redemption order is generally considered in “good order” when the redemption request includes:
- CUIT account number
- CUIT Fund name and/or number
- Redemption amount (in dollars or shares)
- Signature of authorized person named on the Certificate of Resolution on file with CBIS
- Complete and clear instructions for the type of redemption requested
All redemption requests—including exchanges—are required in writing, except as noted below. Fax requests to CBIS: U.S. 1-844-261-6489 or International 1-508-599-4183
Or via mail:
Catholic United Investment Trust
P.O. Box 9683
Providence, RI 02940-9683
Catholic United Investment Trust
4400 Computer Drive
Westborough, MA 01581-1722
Transfers
Authorized signers on the Certificate of Resolution are able to request transfers between CUIT Money Market Fund accounts via telephone.
ACH Redemption
To request a redemption of CUIT Money Market Fund shares by telephone, you must have Automated Clearing House (ACH) bank instructions set up on your account. Redemption of Fund shares by telephone are completed via ACH, which has a two-day settlement period (trade date plus two days). Please allow enough time for your payment to settle at the receiving bank. Generally, your account with the Fund will be debited for the Fund shares with the next available NAV, and the dollar amount will be sent the following business day. Settlement for ACH redemptions is generally one business day after the funds are sent; however this may vary from bank to bank.
To establish ACH redemption instructions on your account, complete the One-Time Redemption Form
Certain redemptions may be processed through the internet for online users with transactional access.
Redemptions are generally allowed for:
- Wire redemptions to pre-established domestic bank instructions
- ACH redemptions to pre-established bank instructions*
- Check redemptions payable to the address of record
- Transfers of the same funds between CUIT accounts
- Exchanges between CUIT Funds within the same account
*ACH redemptions have a two-day settlement period (trade date plus two days). Please allow enough time for your payment to settle at the receiving bank. Generally, if you request an ACH redemption online, your account with the Fund will be debited for the Fund shares with the next available NAV, and the dollar amount will be sent the following business day. Settlement for ACH redemptions is generally one business day after the funds are sent; however this may vary from bank to bank.
To establish bank instructions for wires or ACH redemptions, please complete the One-Time Redemption Form. To establish online access on your account, please complete Online Access Form.
Use the One-Time Redemption Form to request redemption by:
- Check
- ACH
- Domestic Wire
Requests from multiple accounts and/or CUIT Funds will result in multiple wires and checks.
For your protection, we require verbal verification of certain redemption requests. Requests are held until verbal authorization is received and we determine the request is valid.
Complete all information for the type of redemption you are requesting.
- Section 2A: ACH
ACH redemptions have a two-day settlement period (trade date plus two days). Please allow enough time for your payment to settle at the receiving bank. Generally, if you request an ACH redemption, your account with the Fund will be debited for the Fund shares with the next available NAV, and the dollar amount will be sent the following business day. Settlement for ACH redemptions is generally one business day after the funds are sent; however this may vary from bank to bank. - Section 2B: Domestic Wire
All requests for wire redemptions will be processed with the next available NAV after receipt of a valid redemption request. Proceeds will generally be sent the next business day, but may be delayed for up to seven (7) business days. When you make your request, please be aware of any fees that the receiving bank may charge for incoming wires. The CUIT Funds allow ACH transactions to domestic banks; please check with the receiving bank to see if this is an option.
The Systematic Withdrawal Plan (SWP) Form is used to establish, modify or cancel a SWP. You may establish a SWP for the redemption of Fund shares via check, domestic wire, ACH, or exchange to another CUIT account or fund. Through SWP, you may designate fixed payment amounts that you will receive periodically by redeeming Fund shares. One SWP is allowed per account. Three business days is required to establish, cancel or modify the SWP for your account. Transactions that fall on a weekend or holiday will be processed the next business day.
When setting up a SWP to exchange between CUIT Funds and/or accounts, leave the account number and amount information in Section 1 blank.
- Section 2A: ACH
You may request redemption of Fund shares via Automated Clearing House (ACH) from any of the CUIT Funds. ACH redemptions have a two-day settlement period (trade date plus two days). Please allow enough time for your payment to settle at the receiving bank. Generally, if you request an ACH redemption, your account with the Fund will be debited for the Fund shares with the next available NAV, and the dollar amount will be sent the following business day. Typically, settlement for ACH redemptions is one business day after the funds are sent; however this may vary from bank to bank. - Section 2C: Domestic Wire
The full address of the final destination bank account owner is required for domestic wires.
Wires from the CUIT Money Market to domestic banks are subject to a wire redemption fee of $15. - Section 3: Exchange
Complete information for the account and fund(s) the exchange should be processed from and to.
Use this form to rebalance an account to existing target allocations, or to change target allocations and rebalance. If you wish to change target allocations only and not initiate a rebalance of the account, complete the Target Allocation Form.
A request to change target allocations and initiate a trade—other than or in addition to a target change and rebalancing—will add one day to the typical transaction time. This includes purchase, exchange, and redemption transactions.
In the “New Target Allocation” column, use a “0” to indicate funds in original allocation that should no longer be part of new target allocation. This will liquidate that position and reallocate it to the new target allocation.
Funds exchange requests must be received by Christian Brothers Investment Services, Inc. before the close of regular trading on the NYSE. Incomplete requests or those not in good order may be rejected. Refer to the most recent CUIT Offering Memorandum for additional information. Christian Brothers Investment Services, Inc. (‘CBIS’) serves as Investment Adviser and Administrator of the Catholic United Investment Trust (CUIT). CBIS Financial Services, Inc. is a wholly owned broker-dealer subsidiary of Christian Brothers Investment Services, Inc. The offer and sale of securities is made exclusively through CBIS Financial Services, Inc.