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 |
|---|---|
| 8460 |
3802 |
| Regular Mail | Overnight |
|---|---|
| First Trust Retirement Attn: FSK PO Box 219095 Kansas City, MO 64121-9095 |
Mail Stop: FSK 430 West 7th Street Suite 219095 Kansas City, MO 64105-1407 |
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.
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.
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 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.
The premier IRA custodian choice of alternative investment product sponsors.
First Trust Retirement is the trade name of First Trust Company of Onaga.
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