Forms

CAPITAL FIRST TRUST FORMS

Capital First Trust Company online distribution request & distribution forms and downloadable PDF forms can be found here. If you need any other forms, don’t hesitate to contact us.

DISTRIBUTION REQUEST FORM

Click the button below to make a distribution request online.

DISTRIBUTION PLAN FORM

Click the button below to make a distribution plan.

DOWNLOADABLE PDF FORMS

Direct Deposit Form

Distribution Request Process

Distribution Request Form

Initial Trust Intake Form – Advisor Directed

Initial Trust Intake Form – Settlement

Name and Address Form

Public Benefit Summary

Third Party Disclosure Form

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