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ADDITIONAL INVESTMENT INSTRUCTIONS FORM Cottonwood Please Print or TypeForward To: First Trust Retirement, c/o DST Systems, Inc. Regular Mail Overnight Delivery PO Box 219065 Mail Stop: Cottonwood Kansas

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How to fill out forward to first trust

01

To fill out forward to first trust, follow these steps:

02

Gather all the necessary information, including the details of the property, the forwarding address, and the current tenant's contact information.

03

Write a letter addressed to First Trust, clearly stating your intention to forward the property to them.

04

Include your contact information, such as your name, address, and phone number, in the letter.

05

Provide details about the property, such as the address, type of property, and any specific instructions or requirements for the tenant.

06

Mention the forwarding address where you want First Trust to send any correspondence or documentation related to the property.

07

Attach any relevant documents or forms that need to be submitted along with the letter, such as a property transfer agreement or lease agreement.

08

Make a copy of the letter and all attached documents for your records.

09

Send the letter and attachments to First Trust via certified mail or a secure courier service.

10

Keep a record of the date and method of sending for future reference.

11

Wait for confirmation from First Trust that they have received your forwarded property and that further action will be taken.

12

Please note that the specific requirements and procedures may vary depending on the jurisdiction and the terms of your agreement with First Trust. It is advisable to consult with legal or real estate professionals for guidance.

Who needs forward to first trust?

01

Forward to First Trust may be needed by individuals or organizations who want to transfer the ownership or management of a property to First Trust.

02

Some common scenarios where Forward to First Trust may be required include:

03

- Property owners who have entered into a property management agreement with First Trust and want to officially transfer the rights and responsibilities to them.

04

- Landlords who want to terminate their agreement with an existing tenant and have First Trust take over the management of the property.

05

- Executors or administrators of an estate who need to transfer the property to First Trust as part of the estate settlement process.

06

- Real estate investors or developers who have sold a property to First Trust and need to facilitate the transfer of ownership.

07

It is important to carefully review the terms and conditions of any agreement or contract with First Trust to understand the specific situations where Forward to First Trust may be required.

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What is forward to first trust?

Forward to first trust is a form used to transfer assets from a retirement account to a trust established by an individual.

Who is required to file forward to first trust?

Individuals who wish to transfer assets from a retirement account to a trust must file forward to first trust.

How to fill out forward to first trust?

Forward to first trust form can be filled out by providing details of the retirement account and the trust, as well as the assets being transferred.

What is the purpose of forward to first trust?

The purpose of forward to first trust is to facilitate the transfer of assets from a retirement account to a trust for estate planning purposes.

What information must be reported on forward to first trust?

The forward to first trust form must include details of the retirement account, the trust, and the assets being transferred.

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