Account Forms > Self-Directed IRA > Health Savings Accounts > Automatic Rollovers > Advisor Services     Account Forms Advisor Services Forms For your convenience, Advisor Services forms are available below. If you need additional assistance, please contact Investments Advisor Client Services Team at 1-800-560-1288.  Funding Your Account? Transfer IRA to MTC ADV-010 Transfer Custody Account to MTC ADV-011 Authorize direct rollover to Qualified Plan ADV-012 Delivery Instructions OPR-001A Need to update an already established Advisor Account? Beneficiary designation change ADV-013 Address Change ADV-014 Funding Form ADV-015 Give a Third Party Authorization to your account ADV-016 Make monthly contributions by ACH debit ADV-017 Convert my Roth IRA to a Traditional IRA (Recharacterize) ADV-018 Convert my Traditional IRA to Roth IRA ADV-019 Transfer on Death Registration ADV-020 Request for Web Access IRA-027 Need to take a Distribution from your Account? Traditional IRA Distribution Request Form ADV-004 Roth IRA Distribution Request Form ADV-021 Custody Account Distribution Form ADV-022 Required Minimum Distribution (RMD) 2008 ADV-023-08 Take a Loan from a Qualified Plan ADV-024 Statements and Agreements Custodial Agreement - Traditional IRA-003 Disclosure Statement - Traditional IRA-004 Custodial Agreement - Roth IRA-005 Disclosure Statement - Roth IRA-006 Custodial Agreement - SEP IRA-016 Disclosure Statement - SEP IRA-017 Contribution Agreement - SEP IRA-026 IRS Form W9 IRS W9 Privacy Policy ORP-011 Home | Who We Are | Our Services | Account Forms | Account Access | Media Center | Resources | Contact Us ©2009 Millennium Trust Company | Privacy Statement | Terms of Use | Site Map