1) Complete the Withdrawal Form. (Click here to download)
a. The Union Bank account # can be found on your monthly statement. If you are not receiving a monthly statement from Union Bank, please contact Stephanie Moulton @ 916.442.6918 ext. 218.
b. Circle the fund from which you want the funds to come from. For example, if your church has one endowment fund that is invested in both the “C” Fund and the “A” Fund, circle either the Cash or Balanced fund or both.
c. This form can be used to set-up a regular withdrawal. For example, if you would like the quarterly interest earnings from the “C” Fund disbursed, instead of filling in an amount on the form, put “quarterly interest”.
i. You will receive a check each quarter based on the directive and will not have to complete another request for withdrawal.
d. Submit the withdrawal form to the Diocese, Attention: Stephanie Moulton/E&MT.
Following this process will ensure that your disbursements are processed timely and accurately. Once we receive your withdrawal request form, a member of the E&MT Board of Trustees will sign off and we will forward to Union Bank. It takes about a week for the Union Bank check to arrive once the statements have been produced.