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How to Invest
How to Invest Fixed Rate Certificate (Series A) - 4.75% or Variable Rate Certificate (Series G) - 4.0% (interest rate effective through December 31, 2008) Step 1 - Contact National Covenant Properties by telephone at 1.800.366.6273 or by email to receive an investment packet which will include a current Offering Circular and an application form. Investment packets can be sent to you by e-mail. Upon receipt, review the offering circular carefully to determine whether or not you wish to invest in a NCP Certificate. Step 2 - Complete Application form: Follow instructions on application form. If you have any questions call 1.800.366.6273. Step 3 - Make check Payable to: National Covenant Properties. Step 4 - Return to National Covenant Properties: Return check and application to National Covenant Properties at 5101 N. Francisco, Chicago, IL 60625. Individual Retirement Accounts or Health Savings Accounts - 5.0% (interest rate effective through December 31, 2008)
Step 1 - Contact National Covenant Properties by calling 1.800.366.6273 or by email to receive an investment packet which will include a current Offering Circular and an application form. Administrative support is provided for rollovers and trustee to trustee transfers. Investment packets can be sent to you by e-mail. Upon receipt, review the offering circular carefully to determine whether or not you wish to invest in a NCP Certificate. Step 2 - Complete Application form: Follow instructions on application form. If you have any questions call 1.800.366.6273. Step 3 - Make contribution check Payable to: Regions Financial Inc., Custodian. Step 4 - Return Contributions to National Covenant Properties: If you are opening your account with a contribution check, return check and application to National Covenant Properties, 5101 N. Francisco, Chicago, IL, 60625. Step 5 - Return IRA Transfer and Rollover forms to National Covenant Properties: If you are opening your IRA account with a trustee to trustee transfer or direct rollover, return completed forms (including application) to National Covenant Properties, 5101 N. Francisco, Chicago, IL, 60625. This does not constitute an offer to sell or the solicitation of an offer to buy the Certificates. There shall not be any sale of the Certificates in any state in which such offer, solicitation or sale is not authorized. The offering is made solely by the Offering Circular. The offering of Certificates involves certain risks which are more fully disclosed in the Offering Circular under the heading "Risk Factors".
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