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TRANSFER/ROLLOVER REQUEST FORM - First Trust Retirement

TRANSFER/ROLLOVER REQUEST form CNL 6/2019 Specific details and guides for all FTR forms, and how to complete them, can be located in Guides & Forms at Please Print or Type Forward To: First Trust Retirement , c/o SS&C IMPORTANT INFORMATION: Please check with your current custodian for their TRANSFER/ROLLOVER Requirements. Regular Mail PO Box 219001 Kansas City, MO 64121-9001 855-387-3847 Overnight Delivery Mail Stop: CNL 430 West 7th Street Kansas City, MO 64105-1407 Step 1: IRA OWNER INFORMATION IRA Owner Name Social Security Number Existing FTR Account Number (If applicable) Address City / State / Zip Phone Number CURRENT CUSTODIAN NAME & ADDRESSStep 2: Funds are staying with First Trust Retirement as Custodian, changing investments only.

TRANSFER/ROLLOVER REQUEST FORM 1/2018 Specific details and guides for all FTR forms, and how to complete them, can be located in Guides & Forms at www.firsttrustretirement.com

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