Forms

Pooled Income Fund Forms
Policies

Pooled Income Fund Disclosure Statement and Declaration of Trust (PDF) Important information associated with setting up a Pooled Income Fund account

Making contributions

Pooled Income Fund Additional Gift Agreement Form (PDF) Download and print the form. Complete and sign it and fax or mail it.

Complete the attached Letter of Instruction to contribute mutual funds and securities held at firms other than Fidelity.

Direct Deposit

Pooled Income Fund Income Beneficiary Direct Deposit and Change Form (PDF)This form allows the income beneficiary to have quarterly payments deposited directly into their bank account, or to update mailing addresses. Download and print the form. Complete and sign it and fax or mail it.

Account changes

Pooled Income Fund Change Form (PDF)This form allows you to make changes to the personal information associated with the Pooled Income Fund, including changing beneficiaries. Download and print the form. Complete and sign it and fax or mail it.

Call for Assistance

Please call for help with a Giving Account:
800-952-4438

PDFs require Adobe® Reader®.