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LIQUIDATION REQUEST IRA Distribution Form Columbia Property Trust Inc. Please Print or Type Forward To First Trust Retirement c/o DST Systems Inc. Regular Mail Overnight Delivery Attn Columbia Mail Stop FTR-Columbia PO Box 219261 430 West 7th Street Kansas City MO 64121-9261 Suite 219261 855-387-3847 IMPORTANT INFORMATION Each alternative investment has specific rules around liquidations please review the terms and conditions outlined within the specific product prospectus for details. Step 1...
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Start by gathering all necessary documents and information. This may include your personal identification, social security number, and financial information such as your current retirement savings and any employer contributions.
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Visit the official website of First Trust Retirement Columbia or contact their customer service for the required forms. These forms may include an application form, beneficiary designation form, and any other relevant forms needed to set up your retirement account.
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Carefully read and understand the instructions provided with the forms. Make sure to fill out all the required fields accurately and legibly. Pay close attention to any instructions regarding specific sections of the form, such as beneficiary designations or investment choices.
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Who needs First Trust Retirement Columbia:

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In summary, anyone who is looking to set up a retirement account, including individuals planning for retirement, employers offering retirement plans, or individuals seeking to transfer their existing retirement accounts, may have a need for First Trust Retirement Columbia.
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First Trust Retirement Columbia is a retirement plan provider that offers various retirement savings options.
Employers or plan administrators who offer retirement plans through First Trust Retirement Columbia are required to file the necessary documents.
To fill out First Trust Retirement Columbia forms, one must provide accurate information about the retirement plan, contributions, and participants, as required by the IRS.
The purpose of First Trust Retirement Columbia is to help individuals save for retirement and provide a platform for employers to offer retirement benefits to their employees.
Information such as participant contributions, employer contributions, investment earnings, and plan details must be reported on First Trust Retirement Columbia forms.
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