Corporate Capital Trust, Inc. & FS KKR Capital Corp are merging

You may have recently been made aware that Corporate Capital Trust, Inc. has merged with FS KKR Capital Corp ("FSK").  First Trust Retirement will remain as your custodian but this merger has caused changes which are outlined below. 

Starting on November 1, 2018, please use the new fund number for account access, mailing and contact instructions listed below for all requests on FS KKR Capital Corp FTR IRA account(s).


Old Fund New Fund
Regular Mail Overnight
First Trust Retirement 
Attn: FSK
PO Box 219095 
Kansas City, MO 
Mail Stop: FSK
430 West 7th Street 
Suite 219095 
Kansas City, MO 

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 Corporate Actions page for answers to additional questions you may have.



Press Release

PHILADELPHIA and NEW YORK, Dec. 3, 2018 /PRNewswire/ -- FS/KKR Advisor, LLC (FS/KKR), a partnership between FS Investments and KKR Credit Advisors (US) LLC, today announced that the shareholders of each of FS Investment Corporation (NYSE: FSIC) and Corporate Capital Trust, Inc. (NYSE: CCT) have voted to approve the proposals related to the merger of FSIC and CCT at FSIC's and CCT's respective annual meetings of shareholders held on December 3, 2018.

Following the merger, your available options are outlined below:


Do nothing.

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


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.


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

You can call us, or utilize the 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.


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.


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.