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First Trust Retirement INCOME DISTRIBUTION REQUEST FORM Please Print or TypeForward To: First Trust Retirement, c/o DST Systems, Inc. Regular Mail Overnight Delivery PO Box 219095 Mail Stop: FS Investments Kansas

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How to fill out income distribution request form

01

Obtain the income distribution request form from the appropriate agency or organization.

02

Fill out your personal information such as name, address, phone number, and social security number.

03

Provide information about the income sources you are requesting distribution from.

04

Indicate the desired distribution amount and frequency.

05

Sign and date the form, and submit it along with any required supporting documentation.

Who needs income distribution request form?

01

Individuals who are receiving income from various sources and need to request distributions from those sources.

02

Financial institutions or investment firms may also require clients to fill out income distribution request forms in order to process distribution requests.

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What is income distribution request form?

An income distribution request form is a document used to request the distribution of income from an investment, trust, or retirement account.

Who is required to file income distribution request form?

Typically, beneficiaries of trusts, holders of retirement accounts, or individuals receiving income from an investment may be required to file this form to access their distributions.

How to fill out income distribution request form?

To fill out an income distribution request form, provide required personal information, specify the amount to be distributed, and sign the form to authorize the request.

What is the purpose of income distribution request form?

The purpose of the income distribution request form is to formally initiate the process of receiving income payments from a trust, retirement account, or other investment.

What information must be reported on income distribution request form?

Information typically required includes the recipient's name and address, account number, amount requested, and any relevant identifying information regarding the trust or account.

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