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INCOME DISTRIBUTION REQUEST FORM Black Creek Diversified Property Fund, Inc. Please Print or TypeForward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219079 Mail Stop:
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How to fill out income distribution request form

01
Obtain the income distribution request form from the appropriate source (e.g. employer, financial institution)
02
Provide your personal information including name, address, and contact information
03
Specify the timeframe for which you are requesting income distribution
04
Indicate whether you want the income distribution in a certain format (e.g. check, direct deposit)
05
Sign and date the form as required
06
Submit the completed form to the relevant party or department

Who needs income distribution request form?

01
Individuals who are requesting income distribution from their employer or financial institution
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An income distribution request form is a document that individuals or entities use to request the distribution of income from a specific account or fund, detailing the amount and timing of the distribution.
Individuals or entities that receive income distributions from certain accounts, including retirement accounts or investment funds, are typically required to file this form.
To fill out the income distribution request form, you need to provide your personal information, account details, the amount you wish to withdraw, and any relevant tax information. Ensure all details are accurate before submission.
The purpose of the income distribution request form is to formally document a request for funds or distributions, ensuring compliance with regulatory requirements and providing a clear record of the request.
The information that must be reported usually includes the requestor's personal and account information, the desired distribution amount, the reason for distribution, and any tax withholding instructions.
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