Capital First Logo
SETTLEMENT TRUSTS
FINANCIAL ADVISORS
BENEFICIARIES AND FAMILIES

Capital First Logo

info@capitalfirsttrust.com

P: 800.521.2359

F: 1.800.494.2429

234 West Florida St., Ste 400
Milwaukee, WI 53204

Financial Advisors

Distribution Request

REQUEST FOR DISTRIBUTION

Use the form below to submit your distribution request online. 

For requests of $1000 or greater, please call your trust officer directly.

BASIC INFORMATION

DISTRIBUTION REQUEST INFORMATION

REASON FOR DISTRIBUTION?

For requests of $1000 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.

Capital First Logo

info@capitalfirsttrust.com

P: 800.521.2359
F: 800.494.2429

South Dakota Office:

701 North Phillips Avenue, Suite 140
Sioux Falls, SD 57104

Milwaukee Office:

234 West Florida St., Ste 400
Milwaukee, WI 53204

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