This is a fillable PDF document. Once you complete the document, save a copy for your record and email a copy to our Lending Services Department at email@example.com.
Change of Beneficiary
Use this form to make changes or additions to your investment beneficiaries
ACH for Loan Payments
This form is for authorizing the IPHC Extension Loan Fund to Direct Debit your account to make loan payments.
Investment Purchase Agreement
The Extension Loan Fund is currently able to sell securities only in select states.
Change of Address
People Move. Use this form to notify us of a change of address.
This form is for authorizing the IPHC Extension Loan Fund to Direct Debit your bank account to place into your investment at the Extension Loan Fund.
Complete this form to request a certificate withdrawal.
Occasionally we need this form to complete IRS compliance for Tax ID verification.
ACH Deposit Form
This form is for authorizing the IPHC Extension Loan Fund to Direct Deposit into your bank account.
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