You may have recently received communication from Columbia that describes certain steps it is taking to enhance value and offer investor liquidity. This information, while helpful, may prompt further questions for you about your IRA holding.
Starting on August 22, 2014, please use the mailing and contact instructions listed below for all requests on Columbia FTR IRA account(s).
|First Trust Retirement
PO Box 219261
Kansas City, MO 64121-9261
|Mail Stop: FTR-Columbia
430 West 7th Street
Kansas City, MO 64105-1407
You can keep your position and remain with First Trust Retirement. Enjoy the same benefits that you’ve always had.
Please select from alternative investment sponsors listed below, complete the required paperwork, and enjoy the same great service at the same low cost.
You can call us, or utilize the Columbia Liquidation Request Form by fax or mail to complete a sale order of your shares and move the proceeds to a cash position within First Trust Retirement.
To send sale proceeds to a different account other than the First Trust Retirement IRA, submit completed transfer paperwork from the new financial institution by mail. Please consult your financial representative. There may be fees associated with this option.
Stay with First Trust Retirement and move your IRA to another alternative investment. Complete the IRA Transfer/Rollover form, FTR IRA Application*, and the new Sponsor's subscription documentation. Sign all forms and mail to the appropriate address listed on the form.*IRA Application only required if IRA account does not exist within Product Sponsor.