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Get the free Forward To: First Trust Retirement, c/o DST Systems, Inc

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ADDITIONAL INVESTMENT INSTRUCTIONS FORM 11/2015 Please Print or Type Forward To: First Trust Retirement, c/o DST Systems, Inc. This form should be used
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Forward to first trust is a form that is filed to report the transfer of assets from one trust to another trust.
The trustee or fiduciary of the trust is required to file forward to first trust.
Forward to first trust is typically filled out with information about the transferring trust, the receiving trust, and details of the asset transfer.
The purpose of forward to first trust is to inform the IRS about the transfer of assets between trusts.
Information such as details of the transferring trust, the receiving trust, the assets being transferred, and the valuation of the assets must be reported on forward to first trust.
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2015 1986 Kansas distributions Roth Recharacterization Morrill FDIC prorated DST Mainstar uninvested redemptions LLC 7th asserted Undirected iii indemnify indemnification suitability rollover fiduciary Janes applicable limitation liabilities affiliates he

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