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Please read the following steps prior to filling out the forms online & printing them.
 

1. Open the Form and enter your information directly into the fillable boxes.
2. Once completed, print the form.
3. Sign it and obtain any additional signatures.
4. Include additional documentation referenced on the form.
5. Return to Millennium Trust as directed on the form.

NOTE: DO NOT TRY TO SAVE THE FORM. Unless you paid for a full-version of Adobe Acrobat Reader, the data you entered WILL BE LOST if you try and retrieve it at a later time.  It will allow you to save the document, but the data you entered WILL NOT BE SAVED with the document, only the blank form.

December 1, 2011 Submission Deadlines
 

• 2011 Required Minimum Distribution Form
  The deadline for submitting your RMD Form is December 1, 2011. The only exception is if you turned 70½ in 2011, then you have until March 1, 2012 to submit the form.

   

• Roth Conversion Form
  Requests received after December 1 will be processed on best efforts basis and are subject to a $75 special handling fee.

Self Directed IRAs/Solo 401(k)

Open Account

Fee Schedule - IRA and Custody Accounts

IRA 015

Adoption Agreement - Traditional, Roth & SEP IRA

IRA 002

Adoption Agreement - SIMPLE IRA

IRA 018

Contribution Agreement - SEP

IRA 026

Transfer from another IRA to MTC

IRA 007

Transfer from Qualified Plan to MTC

IRA 008

*To open a SOLO 401(k) account you will need to call and speak to a client service representative.
**see View Account Agreements for Custodial Agreement and Disclosure Statements

Submit an Investment Direction

Futures/Forex Investment Direction

FUT 002

Special Futures/Forex Investment Authorization

FUT 003

Investment Direction (Non Private Placement)

OPR 003

Mortgage/Deed of Trust Authorization

ALT 005

Note Servicing Agreement

ALT 004

Perth Mint Investment Direction

ASI 008

Precious Metals Purchase/Sale Direction

ALT 014

Private Placement Investment Direction

ALT 001

Private Placement Sale Direction

ALT 002

Real Estate Investment Direction

ALT 009

Real Property Servicing Agreement

ALT 007

Investment Sponsor

Private Placement Certification

ALT 003

Contribute/Deposit Funds

Contributions by ACH Debit

OPR 007

Funding Form

OPR 012

Delivery Instructions

OPR 001

Investment Payment Deposit Coupon

ALT 010

Transfer from Qualified Plan to MTC

IRA 008

Transfer from Another IRA to MTC

IRA 007

Request a Distribution or Transfer

Authorize Direct Rollover to Qualified Plan

IRA 009

2012 Required Minimum Distribution

IRA 049

Custodial Account Transfer Authorization

CUS 002

Roth IRA Distribution Form

IRA 011

Traditional IRA Distribution Form

IRA 010

Custody Account Distribution Request

CUS 003

Take Loan From Qualified Plan

SOLO 004

Convert an IRA

Recharacterization of ROTH IRA

IRA 014

Roth Conversion of Traditional IRA

IRA 013

Update Established Account

Address Change

OPR 009

Payment of Fee Authorization

OPR 008

Real Estate Annual Valuation

ALT 013

Third Party Authorization

OPR 004

Transfer on Death Registration

OPR 005

Update Beneficiary Designation

IRA 012

Web Access Request

IRA 027

View Account Agreements

Roth IRA Custodial Agreement

IRA 005

Roth IRA Disclosure Statement

IRA 006

SEP IRA Custodial Agreement

IRA 016

SEP IRA Disclosure Statement

IRA 017

SIMPLE IRA Custodial Agreement

IRA 019

SIMPLE IRA Disclosure Statement

IRA 020

Traditional IRA Custodial Agreement

IRA-003

Traditional IRA Disclosure Statement

IRA 004

Misc./Other

Privacy Policy

OPR 011

IRS Form W9

IRS W9

Health Savings Accounts

Open Account

HSA Manager Kit

HSA Kit

Pershing HSA Manager Kit

PER Kit

Update Established Account

Address Change

HSA 013

Additional Authorized Signor for Debit Card

HSA 012

Third Party Authorization

HSA 008

Update Beneficiary Designation

HSA 016

Contribute/Deposit Funds

Contribution by ACH Debit

HSA 017

Funding Form

HSA 018

Transfer from Another HSA, MSA, or IRA

HSA 007

Transfer from FSA or HRA

HSA 019

HSA Manager Employee Contribution Form

HSA-002

Request a Distribution

HSA Distribution Form

HSA 014

Misc./Other

HSA Manager Fee Schedule

HSA CLT 009

Partial List of Qualified Medical Expenses

List

2010 Instructions for IRS Form 8889

Dir 8889

2010 IRS Form 8889

IRS 8889

Automatic Rollovers (Rollover IRA)

Update Established Account

Address Change

ARP 025

Solicitud De Cambio De Dirección

ARP 041

Third Party Authorization

ARP 027

ROTH Adoption Agreement

ARP 020

Traditional Adoption Agreement

ARP 005

Web Access Request

ARP 030

* Please provide a copy of your driver's license.

Submit an Investment Direction

Investment Direction

ARP 028

Contribute/Deposit Funds

Contribution by ACH Debit

OPR 007

Funding Form

OPR 012

Request a Distribution

Traditional IRA Distribution Form

ARP 009

Solicitud De Distribución De IRA Tradicional Por Rollover Directa O Automática

ARP 042

ROTH IRA Distribution Form

ARP 023

* Please call 877.682.4727 if you are transfering your account directly to another IRA, this is not considered a distribution.

View Account Agreements

Roth IRA Custodial Agreement

ARP 022

Roth IRA Disclosure Statement

ARP 021

Traditional IRA Custodial Agreement

ARP 006

Traditional IRA Disclosure Statement

ARP 007

Misc./Other

Delivery Instructions

ARP 024

Privacy Policy

OPR 011

Advisor Services

Update Established Account

Address Change

OPR 009

Third Party Authorization

ADV 016

Transfer on Death Registration

ADV 020

Update Beneficiary Designation

ADV 013

Web Access Request

IRA 027

Contribute/Deposit Funds

Transfer IRA to MTC

ADV 010

Transfer Custody Account to MTC

ADV 011

Authorized Direct Rollover to Qualified Plan

ADV 012

Funding Form

OPR 012

Delivery Instructions

OPR 001

Contributions by ACH Debit

ADV 017

Convert an IRA

Recharacterization of ROTH IRA

ADV 018

ROTH Conversion of Traditional IRA

ADV 019

Request a Distribution

2012 Required Minimum Distribution

ADV 049

Traditional IRA Distribution Form

ADV 004

ROTH IRA Distribution Form

ADV 021

Custody Account Distribution Form

ADV 022

Take Loan From Qualified Plan

ADV 024

View Account Agreements

ROTH IRA Custodial Agreement

IRA 005

ROTH IRA Disclosure Statement

IRA 006

SEP IRA Custodial Agreement

IRA 016

SEP IRA Disclosure Statement

IRA 017

SEP Contribution Agreement

IRA 026

SIMPLE IRA Custodial Agreement

IRA 019

SIMPLE IRA Disclosure Statement

IRA 020

Traditional IRA Custodial Agreement

IRA 003

Traditional IRA Disclosure Statement

IRA 004

Misc./Other

Privacy Policy

OPR 011

IRS Form W9

IRS W9