Investment Forms
Below is a list of the various individual forms you may need to manage your WELS CEF investment. Please feel free to contact us via email with any questions – or you can call us toll-free at 1-866-511-7793.

Individual Investment Application
Organization Investment Application
Beneficiary Designation Form
Additional Investment/Redemption
Lost Investment Form
Address Change Form
EFT Electronic Funds Transfer Form
Georgia Rescission Forms
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