How do I …
…request a withdrawal from my fund?
To request a withdrawal from your fund, please send an email request to Jill Heller at director@tfewis.org. The request should include the name of your account, your fund number, the amount of the withdrawal, and the investment pool from which the withdrawal should come.
- For withdrawals from the Money Market Pool: Withdrawals will be processed within 15 days of your request. For those with active ACH information on file, funds will be sent electronically to your bank. Those who have not provided ACH information will be sent a paper check payable to the parish or entity name on the account and mailed, Attn: Treasurer, to your address of record.
- For withdrawals from the Short-, Mid- or Long-term Pools: To allow for the proper accounting of fund balances, all withdrawals from the short-, mid- or long-term pools will be processed after the closing of a monthly accounting period. Withdrawals will be sent by direct deposit or mail, depending on your prior instructions, on or near the 5th business day of the month following your request. Requests for withdrawals must arrive in Jill Heller’s email no later than 10 days before the end of the accounting period in order to allow time for communication with Argent (TMI Trust) and liquidation of securities, if necessary. Withdrawals of more than $100,000 require notice of six weeks prior to the date the funds are needed.
Combined Fund Withdrawal Request Form
…make a deposit to my fund?
Deposits can be mailed directly to Argent (TMI Trust) at the address below. Please include a letter of instruction, including your account name, number and the investment pool in which you want to deposit the funds. Please also email a copy of the instruction letter to director@tfewis.org.
TMI Trust
Attn: TFE-LOD
115 S 84th Street, Suite 325
Milwaukee, WI 53214
…set up a new fund with TFE?
Please contact Executive Director Jim Wenzler to open a new account. He can be reached at (414) 301–1410 or by email at director@tfewis.org. Here are some forms you may need:
New Client Contact Information and Online Access
Combined Fund Application_2024
…make a charitable gift of stock to a parish or Episcopal entity?
Instructions are here: TFE Gifts of Securities 2024