Resources
New Covenant Funds Investment Application
New Covenant Funds Investment
(This application is also used for the New Covenant Treasury Obligations Fund.)
New Covenant Funds IRA Applications
IRA & Coverdell Disclosure - Please read disclosure before completing the IRA & Coverdell applications below.
Traditional - Roth Retirement Account (IRA)
(Read the Disclosure listed above)
IRA Recharacterization Form
Rollover Certification
Transfer of Assets - Rollover
Withdrawal Authorization Form
Coverdell Education Savings Account
(Read the Disclosure listed above)
Coverdell ESA Rollover Form
Coverdell ESA Withdrawal Form
Coverdell ESA Transfer of Assets Form
Commonly Requested Forms
Account Update
Automatic Investment Plan
Authorized Traders Form (Institutional Accounts Only)
Check Signature Card (Treasury Obligations Fund)
Systematic Withdrawal
Transfer on Death (Beneficiary Designation)
Fact Sheets
New Covenant Growth Fund
New Covenant Income Fund
New Covenant Balanced Growth Fund
New Covenant Balanced Income Fund
Prospectus
Prospectus - New Covenant Funds 2009
Statement of Additional Information
Money Market Prospectus - 2009
Money Market Statement of Additional Information
Reports
Semi-Annual Report - New Covenant Funds, December 31, 2009
Annual Report - New Covenant Funds, June 30, 2010
Annual Report - Treasury Obligations Fund, Trust Shares, 2009
Semi-Annual Report - Treasury Obligations Fund, Trust Shares, 2009
Shareholder Services
Telephone Access to Fund Information (Phone Tree Diagram)