Effective January 3rd, 2023, the IRS has changed their withholding guidelines. If an Income Distribution, Withdrawal Form, Liquidation Form and/or Systematic Withdrawal form is submitted dated prior to 1/2023, it will be rejected and cannot be accepted.
First Trust Retirement offers custodial services for sponsors that utilize SS&C as their transfer agency. The below list contains current sponsor's that First Trust Retirement has partnered with to provide self-directed IRA Custodial Services on their Alternative Investments. Please click on the Preferred Sponsor’s name listed below to identify, and acquire the necessary form(s) that you need to transact on a FTR IRA account.
Please use the Product Sponsor Contact Information to contact any sponsor directly about their investment products, their paperwork requirements, or identifying how to submit the necessary FTR IRA forms directly to them once completed.