Investment Transactions

Instructions for Transactions

The diocesan accounting staff at the Office of the Bishop works together with the Investment Fund Committee and U.S. Bank to process all Investment Fund transactions.

Account Requirements 

All accounts must maintain a minimum balance of $500 in each fund open within the account. If a fund falls below this minimum, you must either deposit sufficient funds to bring it over $500, transfer the balance to another fund or account that meets the requirement, or close the fund and withdraw the balance.

Click here to download the Account Under $500 Withdrawal/Transfer Form
 

Setting Up New Accounts

The diocesan accounting staff at the Office of the Bishop will facilitate the set-up of new accounts. Please contact Brenda Paredes, Accountant at 916-442-6918, Extension 220 to start this process. In order to open a new account, minutes of a resolution authorizing the action must be provided.

Click here to download a suggested form of the resolution
 


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