The North Carolina Baptist Foundation, Inc.
Serving Those Whose Stewardship Lasts Forever
About Us
Gift Planning
NC Baptist Financial Services
Contact Us
NCBF Resources

Your Baptist Foundation wants to help you plan ahead. Discover how we can make your future a brighther one indeed.


Contact Us



Traditional IRA

If you wish to open a new IRA with NCBFS, please complete #1, #2 and #3 (If you are funding the IRA with funds from an existing IRA custodian) or #4 (if applicable, see form for details).  If you are funding the new IRA with a contribution, please complete #1 and #2 only and include your personal check made payable to Goldstar Trust Company FBO (your name). 


If you have an existing IRA with NCBFS and wish to transfer/rollover additional funds, please complete #1 and #3 (or #4 if applicable, see form for details). 



1. Individual Retirement Account Investment Application  (See Offering Circular Exhibit C-1) 


2. Traditional IRA Simplifier Application (Traditional/SEP Simplifier)      


3. IRA Transfer/Direct Rollover Request (Trad/Sep/Simple Transfer Request)


4. IRA Rollover Certification (Rollover IRA's Only- See form for details) Rollover Certification



 <<Click here to return to IRA homepage>>


See our tax benefits illustration giving you a much closer breakdown of our different giving instruments and how they can benefit your taxes.



Click here and learn more

We establish a clear understanding for all involved parties of the investment goals, constraints and objectives of Fund assets. Click here to learn about our investment guidlines and policies.