Banking and financial resources

Donor advised fund

You can set up your donor advised fund online or download the following forms. Send the forms and a check of your first contribution (a minimum of $1,000) to Everence Foundation, 1110 N. Main St., P.O. Box 483, Goshen, IN 46527. 

• Donor advised fund application (PDF)
• Charitable gift recommendations (PDF)
  Set up or change the organizations that receive your charitable gifts if there is a balance in the fund at the time of death.
• Donor advised fund memorandum of understanding (PDF) 
  Read and sign this document which outlines the expectations for donor advised funds.  

Make a distribution

You can recommend a distribution in one of three ways:

• Online through My Everence.
• Through mail or fax by downloading the Distribution recommendation (PDF) and mailing or faxing to the number in the form. 
• Through email to gift.distribution@everence.com. If you send a recommendation through email, please include:
  
  1. Donor name and address
  2. Charity name and address
  3. Disbursement amount
  4. Special instructions for gift distribution

Health insurance

• Medicare wellness benefit form (PDF)
  Download and send this form with a copy of your receipt to receive your wellness reimbursement as a Medicare Supplement member.

Access enrollment applications and documents for congregations, nonprofits and employees/plan participants. Find helpful information about plan options, investments and special situations.

General

• Routing number: 031389237
• Shared branching information (PDF)
  Download this PDF to learn how you can do business with Everence Federal Credit Union at nearly 5,000 credit union branches nationwide! Or go to our map to see shared branches near you.
• Change of address (PDF)
  Use this form to let us know that you're changing your address. 
• Account changes English (PDF) | En español (PDF)
  Use this form to add/remove owners, products and services to your account. 
• Account to account transfers (PDF)
  Use this form to set up transfers to/from your Everence Federal Credit Union account to/from another bank or credit union account in your name.
• Membership application Online | English (PDF) | En español (PDF)
  Complete and return this form to open a personal credit union account. 
• Business account application English (PDF) | En español (PDF
  Complete and return this form to open a business credit union account. 
• Service schedule (PDF)
  Download for details on the variety of services offered and fees. 
• Wire transfer request form (PDF)
  Use this form to request a wire transfer, it includes all of the relevant information you'll need to provide. 
  
  

Credit and debit cards

• Business MyNeighbor credit card application English (PDF) | En español (PDF)
  Complete and return this application for a business MyNeighbor credit card.
• Business debit card application (PDF)
  Complete and return this application for a business debit card.
• Debit card agreement and disclosure statement (PDF)
  Learn more about the Everence debit card and the details of the agreement. 
• Personal debit card application (PDF)
  Complete and return to get a personal debit card from Everence.
• Personal MyNeighbor credit card application Online | English (PDF) | En español (PDF)
  Apply online or download and return the application for a MyNeighbor credit card. 
• Personal credit card agreement and disclosure (PDF)
  Read the details about the MyNeighbor credit card. 
  
  

Checking and savings

• Courtesy Pay Opt Out English (PDF) | En español (PDF)
  Complete and return to waive the Courtesy Pay on your account. 
• Checking and savings rates English (PDF) | En español (PDF)
  Download the complete list of rates for Everence Federal Credit Union checking and savings accounts.
• Certificate rates English (PDF) | En español (PDF)
  Download the list of rates for certificates of deposit.
  
  

Loans

• Authorization for automatic loan payment (PDF)
  Complete and return to allow Everence Federal Credit Union to withdraw my loan payment. 
• Business loan application (PDF)
  Complete and return to apply for a business loan. 
• Loan rates (PDF)
  Read the complete list of loan rates for Everence Federal Credit Union.