Invest online

Step by step

Investing Online Step by Step guides you through an easy, 7-step process of investing in the Presbyterian Church (U.S.A.) Investment and Loan Program, Inc. In the last step, you will print, sign and mail an application containing the information that has been entered along the way.

• Individual Presbyterians, corporations (where ownership is more than 50% Presbyterian), and congregations will complete, sign and mail a Note account information form.
• Presbyteries, synods and General Assembly entities will complete, sign and mail a Depository Account Receipt (DAR) account information form.

Note: The Presbyterian Church (U.S.A.) Investment And Loan Program, Inc. is a religious nonprofit organization; therefore, our investments are not insured by the FDIC, SIPC or any other governmental agency.

This web site and the material provided are not offers to sell or solicitations to buy Term Notes.  The offer is made solely through and by the Offering Circular, which you should read carefully before making an investment decision.  The Notes are subject to certain risk factors as described in the Offering Circular.  Term Notes are offered only in states where authorized.

Before you begin

As you complete the account information form, you will need to provide basic information:

• Name
• Address
• Social Security Number (for an individual) or Tax Identification Number (for a trust or governing body) and an Employee Identification Number (for a corporation)

The Social Security Number, Tax Identification Number or Employee Identification Number you provide will be confirmed by you as correct, under penalty of perjury, when you sign the account information form.

In addition, you will be asked to provide some information that may not be readily available. Please look at the list below before you begin.

ALL Investors:

If you are an individual investor, i.e., you are an individual or joint purchaser, a corporation or congregation, you will purchase a Note. The Note is described in an Offering Circular. You must download the Offering Circular in order to invest online.

If you are investing on behalf of a presbytery, synod or General Assembly agency, you will invest in a Depository Agreement. No Offering Circular is provided, unless the investing entity is located in the State of Florida. However, we ask you to download an Offering Circular for background information only.

In order to view an Offering Circular, you will need Adobe Acrobat Reader. If you do not have Acrobat installed on your computer, click the icon below to download and install the software. Acrobat is free.

Individual investors:

Please have available:

• Your Social Security Number and, if applicable, that of the joint owner of the Note.
• Date of birth for you and, if applicable, that of the joint owner of the Note.
• Name and zip code of your congregation.
• Name and zip code of a borrowing congregation you wish to help build a Get the Point! rebate. This may be your home congregation, if it is a borrower. If you do not know a borrowing congregation, don't worry. We'll help you find one.

Corporate investors:

Please have available:

• Legal name of the corporation
• Employee Identification Number
• Name and zip code of a borrowing congregation you wish to help build a Get the Point! rebate. This may be your home congregation, if it is a borrower. If you do not know a borrowing congregation, don't worry. We'll help you find one.

Custodian investors (on behalf of a minor):

Please have available:

• Your Social Security Number, and the Social Security Numbers of the minor and successor custodian
• Date of birth for the minor
• Name and zip code of your congregation.
• Name and zip code of a borrowing congregation you wish to help build a Get the Point! rebate. This may be your home congregation, if it is a borrower. If you do not know a borrowing congregation, don't worry. We'll help you find one.

Custodian investors (brokers acting on behalf of an IRA owner):

Please have available:

• Your customer's name, address, date of birth, Social Security Number, and account number, and your firm's business data.
• Name and zip code of your customer's congregation.
• Name and zip code of a borrowing congregation that your customer wishes to help build a Get the Point! rebate. This may be his or her home congregation, if it is a borrower. If you do not know, don't worry. We'll work with your customer after the investment is made.

Governing Body investors (presbyteries, synods and other Presbyterian Church (U.S.A.) related entities):

Please have available:

• Legal name of the corporation
• Taxpayer Identification Number
• Name and zip code of a borrowing congregation you wish to help build a Get the Point! rebate. This may be a congregation in your presbytery or synod, if it is a borrower. If you do not know a borrowing congregation, don't worry. We'll help you find one.

About your privacy

You will be asked to provide us with personal information about who you are and the type and amount of the investment you wish to make. We use this information only to process your Note account information form.

Presbyterian Investment & Loan Program continually reviews current technology to assess our system and to provide a secure Internet environment. Your personal information is available only to you and to the Presbyterian Investment & Loan Program to enable the purchase of your investment.

Please see our privacy policy for more information.

Note: The Presbyterian Church (U.S.A.) Investment And Loan Program, Inc. is a religious nonprofit organization; therefore, our investments are not insured by the FDIC, SIPC or any other governmental agency.

This web site and the material provided are not offers to sell or solicitations to buy Term Notes.  The offer is made solely through and by the Offering Circular, which you should read carefully before making an investment decision.  The Notes are subject to certain risk factors as described in the Offering Circular.  Term Notes are offered only in states where authorized.