Commonly Used Forms

Membership

• Membership Application Form
• Resolution Authorizing an Institution to Open/Maintain Accounts and Use Services

Community Investment Fund (CIF)

• CIF Share Certificate Investment Form
• CIF Investment Securities Form

coreCONNECT

• User Authorization & Maintenance Form

CorporateCash | Currency & Coin

• Currency & Coin Authorization Form
• Currency & Coin Service Agreement

CU Investment Solutions, LLC | ISI

• ISI Customer Agreement
• ISI Account Information Form
• Rule 2111 – Institutional Acknowledgment
• USA Patriot Act Compliance Acknowledgment

corporateFUND

• corporateFUND Authorization Agreement

International Services

• Foreign Cash Letter Items Request Form & Instructions | NEW!
• Foreign Collection Items Request Form & Instructions | NEW!
• Foreign Currency/Bank Note Listing
• Foreign Currency Sell Request Form & Instructions
• FTC Recommendations for Avoiding Check Scams
• International Services Item Processing Comparison

SimpliCD

To INVEST with SimpliCD, please complete the three documents below.

• Automated Settlement Agreement
• Corporate Resolution
• Custodial Agreement

To ISSUE with SimpliCD, please complete the agreement below.

• Issuance Agreement

Please return all completed agreements to administration@millenniumcorporate.org.