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 Mennonite 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

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

General

• Switch Kit (PDF)
  Complete and return the Switch Kit to move your accounts from your previous financial institution to Everence. 
• 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. 
• Membership application English (PDF) | En español (PDF)
  Complete and return this form to open a credit union account. 
• Membership disclosures (PDF)
  Learn more about the terms and conditions of your accounts and transactions with Everence.
• Business account application (PDF)
  Apply for any of our business banking accounts. 
• 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 credit card application (PDF)
  Complete and return this application for a business 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.
• MyNeighbor credit card application Online (select MyNeighbor credit card in the dropdown menu) | 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. 
• Debit card dispute form (PDF)
  Complete to submit an inquiry on your Everence Federal Credit Union card statement. 

Checking

• Checking Courtesy Pay Opt Out (PDF)
  Complete and return to waive the Courtesy Pay on your account. 

Savings

• Savings rates (PDF)
  Download the complete list of savings rates for Everence Federal Credit Union savings accounts.

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.