Download a form by right-clicking its link and selecting “Download Linked File.” Forms are typable PDFs.

Electronic Funds Transfer (EFT/ACH)

Sign up for EFT for future use (deposit or withdraw in the future)
Make One Time Transfer (Individuals) between Texas CEF and my bank (deposit / withdraw)
Make One Time Transfer (Congregations) between Texas CEF and bank (deposit / withdraw)
Transfer interest from Texas CEF to my bank (interest withdraw)
Set Up Recurring EFT from my bank to Texas CEF (recurring deposit)
Change Existing EFT from my bank to Texas CEF (recurring deposit)
Make EFT Loan Payment (pay congregation loan)

IRA Forms

For Brand New IRA with Texas District CEF

  1. IRA Account Application
  2. IRA Investment Authorization
  3. Simplifiers are only needed for your first Traditional IRA, Roth IRA and/or Coverdell ESA. Be sure to select appropriate Simplifier form for IRA type.
    Traditional Simplifier
    Roth Simplifier
    Coverdell ESA Simplifier
  4. Check made payable to GOLDSTAR Trust Company.

For IRA Rollover

(60-day rollover of assets previously distributed to you from an IRA that you are using to open new IRA)

    1. IRA Account Application
    2. IRA Investment Authorization
    3. Simplifiers are only needed for your first Traditional IRA, Roth IRA and/or Coverdell ESA. Be sure to select appropriate Simplifier form for IRA type.
      Traditional Simplifier
      Roth Simplifier
      Coverdell ESA Simplifier

IRA Rollover Certification

 

For IRA Transfer or Direct Rollover

(Transfer funds from another qualified IRA or qualified retirement plan. Funds are transferred directly to GoldStar Trust Company)

    1. IRA Account Application
    2. IRA Investment Authorization
    3. Simplifiers are only needed for your first Traditional IRA, Roth IRA and/or Coverdell ESA. Be sure to select appropriate Simplifier form for IRA type.
      Traditional Simplifier
      Roth Simplifier
      Coverdell ESA Simplifier

IRA Rollover Certification

  1. Most recent account statement from current IRA Custodian or qualified retirement plan with name and current address on it.

For Roth IRA Transfer

(Transfer funds from Roth IRA to open another ROTH IRA. Funds are transferred directly to GoldStar Trust Company)

  1. IRA Account Application
  2. IRA Investment Authorization
  3. Simplifiers are only needed for your first Roth IRA. Roth Simplifier
  4. Roth Transfer Request Form
  5. Most recent account statement from current IRA Custodian with name and current address on it.

All IRA Forms

IRA Account Application – used to open any form of IRA investment with CEF. Checks must be payable to GoldStar Trust Company rather than Texas CEF.
IRA Investment Authorization – instructs GoldStar to include this CEF investment in your IRA portfolio.
IRA Rollover Certification – Complete this form only when initiating a 60-day rollover of assets previously distributed to you from an IRA or Employer-sponsored retirement plan.
IRA Transfer/Direct Rollover Request – used to transfer funds from another qualified IRA or a direct rollover from a qualified 401(k) or similar retirement plan.
Roth Transfer Request – Complete this form if doing a direct transfer of a ROTH IRA.
Traditional Simplifier – form to establish a Traditional IRA custodial account with GoldStar. Only needed for your first Traditional IRA investment.
Roth Simplifier – form to establish a Roth IRA custodial account with GoldStar. Only needed for your first Roth IRA investment.
Coverdell ESA Transfer Request – Complete this form if doing a direct transfer of a Coverdell Education Savings Account.
Coverdell ESA Simplifier – form to establish a Coverdell ESA custodial account with GoldStar. Only needed for your first ESA investment.