...New Account Forms...
Pooled Income Fund
You
can download most forms you need by clicking on the form
name below. You may also request to have forms mailed to
you by sending
us an email or calling us at 607-256-0358 or
888-828-0099:
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New
Account Application: Complete this form to
establish a new Pooled Income Gift Fund account.
-
Agreement
Form: The legal agreement establishing your
Pooled Income Gift
Fund, and outlining terms and conditions.
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Account
Change Form: Once your Pooled Income Gift Fund is
established, you may use this form to change your
address, donor information, successor, or successor
charity.
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(Please
note that forms are pdf documents that require the
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Acrobat Reader for free here.) |
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