Account Forms

Below you will find a list of ABF’s most commonly requested forms for download.
# Form Name Description Download
1 Additional Authorization Form Please download this form to add an additional authorized contact PDF
2 Beneficiary Change Form Please download this form to change your recommendations of your final beneficiaries PDF
3 Beneficiary Info Form Please download this form to provide your beneficiaries information PDF
4 CGA Agreement Form Please download this form to update your CGA Agreement PDF
5 Change of Address Form Please download this form to update your address PDF
6 Change of Authorization Form Please download this form to request a change to who is authorized to access your account PDF
7 Direct Deposit Form Please download this form to enroll in direct deposit for your account PDF
8 Distribution Instruction Change Form Please download this form to provide new distribution instructions for your account PDF
9 Endowment Participant Form – For Individuals Please download this form to enroll participation in an endowment (for individuals) PDF
10 Endowment Participant Form – For Organizations Please download this form to enroll participation in an endowment (for organizations) PDF
11 Endowment Investment Change Request Form Please download this form to change your endowment investment allocation PDF
12 Gifts of Stock Transfer Instructions Form Please download this form to provide gifts of stock transfer instructions PDF
13 JMPS Enrollment Form Please download this form to enroll in the John Mason Peck Society PDF
14 Online Access Form Please download this form to request authorization to online access for your account PDF
15 Withdrawal Request Form Please download this form for submitting a withdrawal request PDF
16 Legacy Sunday Insert Please download this form to make a legacy gift to support American Baptist mission and ministry PDF