Electronic Funds Transfer (EFT/ACH)
EFT for Individuals
Make One Time Transfer (Congregations) between Texas CEF and bank (deposit / withdraw)
Make EFT Loan Payment (pay congregation loan)
Forms for Individuals, Trusts, Businesses
My Texas CEF Enrollment Form – Individual (PDF)
Texas Two-Step (PDF)
Personal Information (PDF) (to update contact information and home church)
Ownership Change (PDF)
Beneficiary (PDF)
Trust Certification (PDF)
Business/Organization Authorized Signers (PDF)
Business/Organization Contact Information (PDF)
Forms for Congregations
My Texas CEF Enrollment Form – Organization (PDF)
KIDS Stamp Consignment (PDF)
KIDS Stamp Rep Profile (PDF)
CEF/K.I.D.S. Stamp Materials Order Form (PDF)
Congregation/Organization Authorized Signers (PDF)
Congregation/Organization Contact Information (PDF)
Congregation Loan Application (PDF)
Congregation Small Loan Application (for loans under $250,000)
Statement of Understanding (PDF)
Certificate of Constitution and Bylaws (PDF)
Congregation Resolution (PDF)
IRA Forms
For Brand New IRA with Texas District CEF
- IRA Investment Application
- IRA Investment Authorization
- Goldstar IRA Application Guide
- 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)
For IRA Transfer or Direct Rollover
(Transfer funds from another qualified IRA or qualified retirement plan. Funds are transferred directly to GoldStar Trust Company)
- IRA Investment Application
- IRA Investment Authorization
- Goldstar IRA Application Guide
- IRA Transfer/Direct Rollover Request Form
- 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)
- IRA Investment Application
- IRA Investment Authorization
- Goldstar IRA Application Guide
- Roth Transfer Request Form
- Most recent account statement from current IRA Custodian with name and current address on it.
All IRA Forms
- IRA Investment 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.
- Coverdell ESA Transfer Request – Complete this form if doing a direct transfer of a Coverdell Education Savings Account.
- Goldstar IRA Application Guide