Millennium Trust Company - Account Forms


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Self-Directed IRA Account Forms

New Clients
If you are a new client of Millennium Trust, opening a Self-Directed IRA is as easy as 1-2-3. Simply indicate your preferences in the categories below and all the appropriate forms you need to fill out or retain for your records will be presented in one group. Download the fillable pdf forms, and simply type in forms requiring information using your keyboard in the fields indicated, print out those forms and forward to Millennium Trust Company, 820 Jorie Blvd, Suite 420, Oak Brook, IL 60523:

1) Select IRA Type:
Traditional IRA	ROTH IRA	SEP
2) Select Account Fundings Method:
IRA-to-IRA	Qualified Plan from Direct Rollover
3) Select Investment Type: Please select Alternative Investment(s) that you would like to invest in:
Futures Perth Mint Certificate Mortgage/Deed of Trust	Life Settlement Promissory Note Real Estate	LLC; LP; Private Stock; Swiss Annuity; Other Private Placement
4) Group Forms:

Existing Clients
If you are an existing client or know a specific form which you need, click here to get access to our complete list of forms.

Solo 401K/SIMPLE IRA Forms
If you are interested in opening a Solo 401(k) or SIMPLE IRA, please call (800) 258-7878 and ask for New Accounts.