Forms and Brochures

VIEW AND DOWNLOAD FORMS AND BROCHURES

Capital First Trust Company forms and brochures can be found here. If you need physical brochures or any of our other trust-related marketing materials, don’t hesitate to contact us.

Benefit Summary

Initial Trust Intake Form – Settlement

Initial Trust Intake Form – Advisor Directed

Distribution Request Form

Distribution Request Process – SNT

Distribution Request Process – SPT

Distribution Request Process – Advisor Directed

Direct Deposit Form

Third Party Disclosure Form

Name and Address Form

Capital First Safety and Oversights

SNT Guidelines

Privacy Policy

Beneficiary Rights

Advisor Directed Trust Brochure

Special Needs Trust Brochure

Settlement Preservation Trust Brochure

Supplemental Needs Brochure

Truelink Brochure

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