Investor Forms

• Change of Address
• Change of Registered Representative
• Distribution Change Form
• Transfer of Shares
• Transfer on Death
• First Trust Retirement IRA Application
• First Trust Additional Investment
• First Trust Retirement Beneficiary Election Form
• First Trust Retirement Beneficiary Change Form
• First Trust Retirement Transfer/Rollover Request
• First Trust Retirement Withdrawal/RMD Request
• First Trust Retirement Systematic Withdrawal Request
• First Trust Retirement Income Distribution Request