Transition Form: Multiple Successors -> Fundholder

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This field is for validation purposes and should be left unchanged.
As Successor(s), you will now become the Fundholder(s) and assume all privileges, including recommending grant distributions and investment allocations, designating Authorized Parties and submitting a succession plan. For funds with multiple heads of funds, all Fundholders must complete this form before you can access the fund.
Fund Name
Fund Number
Fundholder Information
Name of Fundholder 1*
Title First Name Last Name
Preferred Name / Nickname
Date of Birth*
Year
Month
Day
Home Phone
Mobile Phone*
Work Phone
Work Extension
Email*
Primary Address*
(where we will be sending mail)
Company
Primary Address*
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Add a Home Address?
- Yes
Home Address*
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Add a Second Home Address?
- Yes
Second Home Address*
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Add a Work Address?
- Yes
Company
Work Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Last 4 Digits of SSN*
Social Security number is required for security purposes
Synagogue
Occupation
Do you have a private foundation?*
- Yes
- No
Terms and Conditions*
I acknowledge that I have read the Policies and Procedures booklet and agree to its terms and/or conditions. I certify that all information in this application is accurate and complete and I will notify the Jewish Communal Fund of any changes.
- I agree
Terms and Conditions*
I understand that if no Successor or successor charity designation is on file at the Jewish Communal Fund, then at the time of the death of the last Fundholder, the income and principal remaining in the fund will be transferred to the JCF Special Gifts Fund. The Board of Trustees of the Jewish Communal Fund assumes responsibility for distributing income and principal from said Fund.
- I agree
Legal Fees / Expenses*
I understand and agree that JCF reserves the right to deduct from my donor advised fund any legal fees or expenses that JCF incurs as a result of any judicial or regulatory action or inquiry (including an IRS audit), or any third-party claim, in each case related to grant recommendations and/or contributions I or other permitted parties have made in respect of the fund.
- I agree
Digital Signature of Fundholder*
Please type your name.

Transition Form: Multiple Successors -> Fundholder

Fundholder Information