Filing Requirements for Exemption of Church Bonds
- A copy of the organization’s articles of incorporation and any amendments thereto.
- A copy of the latest nonprofit corporation annual report.
- A draft copy of the issuer’s security.
- A copy of the executed underwriting agreement.
- A copy of the executed trust indenture.
- Copies of all advertising to be used in connection with the offering.
- A copy of the prospectus.
- An originally executed and originally notarized Consent to Service of Process, FORM U-2, appointing Alabama’s Secretary of State to accept service of process.
- An originally signed and sealed Corporate Resolution, FORM U-2A.
- Provide list detailing Alabama registered restricted agents or broker dealers.
- Complete NASAA Statement of Policy Guidelines Regarding Church Bonds and Church Bonds Cross Reference
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NASAA Statement of Policy Regarding Church Bonds
NASAA Statement of Policy Regarding Church Bonds Cross Reference Sheet
Filing Requirements for Exemption of Church Extension Fund
- A copy of the organization’s articles of incorporation and any amendments thereto.
- A draft copy of the issuer’s security.
- Copies of all advertising to be used in connection with the offering.
- A copy of the prospectus.
- An originally executed and originally notarized Consent to Service of Process, FORM U-2, appointing Alabama’s Secretary of State to accept service of process.
- An originally signed and sealed Corporate Resolution, FORM U-2A.
- Provide list detailing Alabama registered restricted agents.
- Complete NASAA Statement of Policy Guidelines Regarding Church Extension Fund
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NASAA Statement of Policy Regarding Church Extension Fund Securities