Distribution Request
Client Resources
Distribution Request
Capital First Trust

REQUEST FOR DISTRIBUTION

Distributions play an important role in how your trust supports you and your long-term plan.

Each request is reviewed to ensure it aligns with the terms of your trust and your broader financial and benefit considerations. Taking a thoughtful approach helps preserve the trust’s purpose and ensures resources remain available when they matter most.

You can use this secure portal to submit your distribution request at your convenience. If you have questions or are considering a more complex or larger request of $1,000 or greater, please contact your trust officer directly.

Use the form below to submit your distribution request online. For requests of $1,000 or greater, please call your trust officer directly.

BASIC INFORMATION

DISTRIBUTION REQUEST INFORMATION

REASON FOR DISTRIBUTION?

For requests of $1,000 or greater, please call your Trust Officer directly.

If available, attach documentation for the items or services for which a distribution is requested.

Permitted file types (.doc., docx, .txt, .pdf, .jpg) MAX SIZE 12MB TOTAL

PAYEE INFORMATION

Payment Method

Select One (REQUIRED)

FedEx ($40), FedEx Saturday Delivery ($60), Wire Transfer ($30), International Wire ($65)

Contact

Select Trust officer (REQUIRED)

Large distributions may require Capital First to liquidate trust assets. Please allow 7 to 10 business days from receipt of requests to receive the distribution. Approval of distribution requests are subject to the terms and conditions of the Trust Document. ACH transfers and checks sent via regular mail are provided at no charge.