Investment Forms

COGBF Financial Solution’s Certificates are not offered in every state. Our Certificates are offered and sold in the following states:
  • Alabama
  • Colorado
  • Florida
  • Georgia
  • Kansas
  • Maryland
  • Massachusetts
  • Michigan
  • Mississippi
  • New Jersey
  • New York
  • North Carolina
  • Oklahoma
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia
  • Washington

Opening an IRA or adding to an IRA will require current forms from our IRA Custodian. Please call our office for assistance 904-574-9853.

Investing In An Individual Certificate – Time OR Advantage

Investing In A Corporate Certificate – Time OR Demand

Investment Application Individuals/Families

Corporate Investment Corporations/Ministries

Beneficiary Claim

Beneficiary Designation

EFT Authorization

Additional Principal Payment

Transaction Slip

Additional Co-Owners

Maturity Notice Election

Youth Custodial/Minor
Investment Application

Loan Forms

COGBF Financial Solutions, Inc. currently provides term loans to refinance existing church loans, construction loans (new build, remodels, or expansion), and loans for new purchases to primarily COGBF, Inc. churches, ministries, and educational facilities.

Loan Checklist

Loan Application A

Loan Application B

Authorized Signers

Mortgage Payoff

ACH Authorization

Forms