Help Center

Update the address of an institution on account(s) and/or investment(s)

Update the address of an owner or authorized individual on account(s) and/or investment(s)

Provide authorized contacts with access to information regarding the account(s) and/or investment(s) of your institution.

Provide proof of Tax Identification Number (TIN) or Social Security Number (SSN).

Update the legal name of your organization on all your account(s) and/or investment(s).

Update the address of an institution on account(s) and/or investment(s)

Complete to establish or change the designated beneficiaries for your investment certificates.

Establish an incoming, regular investment to your AGFinancial Demand Certificate from your checking account.

Receive recurring interest payments from an AGFinancial Investment to your checking account.

Receive a periodic redemption from an AGFinancial Demand Certificate to your checking account.

Request an individual redemption (partial or full) from your AGFinancial Investment.

Request an institutional redemption (partial or full) from an AGFinancial Investment.

Update the address of an owner or authorized individual on account(s) and/or investment(s)

Update your legal name on all your investment(s) and/or account(s).

Make a charitable distribution from your Traditional or Roth IRA.

Update beneficiaries for your IRA.

Walk through a simple 5-step process to fund an IRA.

Authorize direct deposits from your IRA or Coverdell ESA.

Establish monthly contributions into your IRA or Coverdell ESA.

Request a distribution from your Roth IRA.

Request a distribution from your Traditional IRA.

Update the address of an owner or authorized individual on account(s) and/or investment(s)

Update your legal name on all your investment(s) and/or account(s).

Complete for a COVID-19-related distribution under the CARES Act.

Change 403(b) loan payment instructions.

Used for traditional after-tax basis (not Roth) 403(b) contributions with funds remitted from a personal account.

Review our retirement plan contributions acceptance policy here.

Assign or update beneficiaries to your retirement account.

Enroll in the AG Retirement program.

Authorize a payroll deduction to your 403(b) account. Provide to your employer (not AGFinancial).

Submit to request a change in your investment allocations to your 403(b) or 409A retirement account.

Request a rollover from an existing, qualified retirement plan into your 403(b) account. Transfers are used when rollovers are unavailable.

Form to be completed by you and requires review by your third-party attorney.

Update the address of an institution on account(s) and/or investment(s)

Request a distribution from a Donor Advised Fund

Request periodic distributions from your Trust or Gift Annuity direct deposited to your checking account.

A synopsis of guidelines for the Donor Advised Fund.

Update the address of an owner or authorized individual on account(s) and/or investment(s)

Update your legal name on all your investment(s) and/or account(s).

Provide authorized contacts with access to information regarding the account(s) and/or investment(s) of your institution.

Update the legal name of your organization on all your account(s) and/or investment(s).

Update the address of an institution on account(s) and/or investment(s)

Assign or update beneficiaries for your Standard Life Insurance plan.

Set up or change an automatic payment for your premiums directly from your checking account.

Enroll in or make changes to the Minister’s Standard Life Insurance plan (#646527).

Enroll in or make changes to the Missionary’s Standard Life Insurance plan (#656524).

Link and instructions to complete your medical history statement online or by mail, in order to enroll in Standard Life plans.

Request a Certificate of Insurance for your next event.

Update the address of an owner or authorized individual on account(s) and/or investment(s)

Update your legal name on all your investment(s) and/or account(s).