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

Advisor Directed Trusts Brochure

Asset Protection Trusts Brochure

Beneficiary Rights

Corporate Trustee & Team Player Brochure

Settlement Preservation Trusts Brochure

Special Needs Trusts Brochure

Supplemental Needs Brochure

Truelink Brochure

CALL US NOW 1.800.521.2359

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