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)

IRA Forms

For Brand New IRA with Texas District CEF

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 Investment Application
  2. IRA Investment Authorization
  3. Goldstar IRA Application Guide
  4. 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 Investment Application
  2. IRA Investment Authorization
  3. Goldstar IRA Application Guide
  4. IRA Transfer/Direct Rollover Request Form
  5. 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 Investment Application
  2. IRA Investment Authorization
  3. Goldstar IRA Application Guide
  4. Roth Transfer Request Form
  5. Most recent account statement from current IRA Custodian with name and current address on it.

All IRA Forms