First Trust Retirement

Monogram Residential Trust, Inc. ("Monogram")

You may have recently received communication from Monogram 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.

 

As always, we encourage you to seek the guidance of your professional financial representative and/or tax advisor when making these important investment decisions.

 

Please return to our Listings page for answers to additional questions you may have.

 

 

 

Press Release

11/10/14

PLANO, Texas – November 10, 2014 – Today Monogram Residential Trust, Inc. (Monogram) announced that it expects to list its shares of common stock on the New York Stock Exchange under the ticker symbol “MORE” on or about November 21, 2014, with completion of the listing subject to certain conditions.

Following Monogram’s listing on a traded exchange, your available options are outlined below:

1

Do nothing.

You can keep your position and remain with First Trust Retirement. Enjoy the same benefits that you’ve always had.

2

Remain with First Trust Retirement, but select another alternative investment.

Please select from alternative investment sponsors listed below, complete the required paperwork, and enjoy the same great service at the same low cost.

3

Sell your shares and move to cash position remaining with First Trust Retirement.

You can call us, or utilize the Monogram 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.

4

Transfer shares to another custodian or brokerage account.

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.

2b

Alternative Investment Products Available

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.