Please note that CBIS is currently not able to accept forms via e-mail. While the PDFs can be filled out electronically, they must be printed, signed and faxed or mailed to CBIS.

All of the participants in the CUIT Funds must be listed or be eligible to be listed in the Kenedy Official Catholic Directory, widely regarded as the authoritative listing of all Catholic institutions in the United States. For more information about the Kenedy Official Catholic Directory, please visit their website at www.catholicdir.com.

Account Opening Forms

Online Access Form -- Use this form to create an online user ID, which will enable you to view your accounts online, print statements, initiate transactions and more.

Investment Application
Certificate of Resolution
IRS W-9 Request for Taxpayer Identification Number
Catholic institutions wishing to establish a relationship with CBIS must fill out and return the Investment Application, Certificate of Resolution and IRS W-9 Request for Taxpayer Identification Number.  NOTE: All prospective participants must review the CUIT disclosure documents before investing with CBIS.  The documents can be found here.

CUIT Flex Cash Checking Account Packet
For participants wishing to add our zero-balance checking feature to the CUIT Flex Cash Fund, please download this form in addition to the Investment Account Application. It contains all of the information needed to establish a checking account, including check ordering information, a signature card, and information about the CUIT Cash Resource Card.

Initial Target Allocation Form
Use this form to establish initial targets for your portfolio.

Transaction Forms
For existing participants, we’ve developed these forms to handle the most commonly requested transactions. The forms are:

Domestic Wire Transfer Form
Use this form to initiate a wire transfer from your CBIS account to a domestic bank.

International Wire Transfer Form
Use this form to initiate a wire transfer from your CBIS account to an international bank. Please include the receiving bank's International Bank Account Number (IBAN).

Check Request Form
Use this form to request a withdrawal in the form of a check from your CBIS account.

Funds Exchange Form
Use this form to transfer money between CBIS funds within an account.

CUIT Flex Cash Transfer Form
Use this form to transfer funds between Flex Cash accounts.

Funds Rebalancing Form
Use this form to initiate a rebalancing of your account, or to change your target asset allocation.

CUIT Flex Cash Automatic ACH In Purchase Request (AIP)
Use this form to schedule repetitive automatic deposits to your Flex Cash Account.

CUIT Flex Cash Systematic ACH Out Redemption Request (SWP)
Use this form to schedule repetitive withdrawals via ACH from your Flex Cash account.

CUIT Investment Funds Systematic Redemption Request (Check or Wire)
Use this form to request repetitive check or wire withdrawals from your CUIT accounts.

Check Deposit Instructions Form
Use this form to give detailed instructions on how to allocate your check deposit.

Miscellaneous Forms

Investment Account Application
Use this form to establish a new account under your master account (i.e. Building Fund, or Retirement Fund).

CUIT Stop Payment Form
Use this form to request a stop payment on a check from your Flex Cash account.

CUIT Flex Cash Check Reorder Form
Use this form to replenish your supply of checks for the CUIT Flex Cash Fund.

Flex Cash Signature Addition Form
Use this form to add authorized signers to your Flex Cash checking account.

Flex Cash Signature Revision Form
Use this form to change the authorized signers on your Flex Cash checking account.

Statement Holder Change Form
Use this form to add or delete a statement holder on your account

Address Change Form
Use this form to change the organization or contact, address, phone number, or e-mail address on your account.