Thank you for your interest in CBIS. We’ve established this section to make it easy for participants and prospective participants to do business with CBIS.

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 and RCT Funds must 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

NEW -- Online Access Form -- Click here for more information about CBIS' new address and upgraded online capabilities

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 RCT and CUIT disclosure documents before investing with CBIS.  The documents can be found here.

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

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.

RCT 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.

Miscellaneous Forms

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

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

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