Account Forms > Self Directed IRAs/Solo 401(k) > Health Savings Accounts > Automatic Rollovers > Advisor Services > 403(b)     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 OPR-009 Funding Form OPR-012   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) 2010 ADV-023-10 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 OPR-011 Home | Who We Are | Our Services | Account Forms | Account Access | Media Center | Resources | Contact Us ©2010 Millennium Trust Company | Privacy Statement | Terms of Use | Site Map