- Distribution Reinvestment Program
- Product Sponsor specific Distribution Form and fund must have active DRP program
- Please check with product sponsor to see if reinvestment program is open.
- Cash to Address/Bank/Third Party
- FTR Income Distribution Form
- Letter of instruction
- Information to locate account: Name and Account # or SSN
- Where to send
- Type of Distribution (Normal, Premature, Etc.)
- Must identify if withholding should be taken. (If not identified FTR will default to 10% federal for traditional and SEP.)
- Investors Signature
- FTR Income Distribution Form – Must be Medallion Signature Guaranteed by the accepting custodian.
- Accepting Custodian's letter of acceptance clearly documenting income distributions only.