Millennium Trust Company - Alternative Investments Forms


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Account Forms

Self-Directed IRA Account Forms

For your convenience, Alternative Investments forms are available below. To access the documents, simply click on the links to the right.

If you need additional assistance, please contact Alternative Investments Client Service Team.

Futures	800.932.0053
All Other Alternative Investments	800.618.6177

Need to set up an Account?

Adoption Agreement	IRA-002

Contribution Agreement - SEP	IRA-026

Transfer from a Qualified Retirement Plan to MTC	IRA-008

Transfer from another IRA to MTC	IRA-007

* see Other Statement and Agreements for Custodial Agreement, Disclosure Statement, Privacy and Fee Schedule

Need to update an already established Account?

Address Change	OPR-009

Arranged for contributions by ACH debit	OPR-007

Payment of Fee Authorization	OPR-008

Payment of Fee Authorization by Third Party	OPR-017

Beneficiary designation change	IRA-012

Convert my Roth IRA to a Traditional IRA (Recharacterize)	IRA-014

Convert my Traditional IRA to ROTH IRA	IRA-013

Funding Form	OPR-012

Give a Third Party Authorization on your account	OPR-004

Transfer on Death Registration	OPR-005

Web Access Request	IRA-027

Need to make an investment?

Futures/Forex Investment Authorization	FUT-003

Futures/Forex Investment Direction	FUT-002

Life Settlement Investment Direction	ALT-006

Mortgage/Deed of Trust Authorization	ALT-005

Note Servicing Agent Agreement	ALT-004

Perth Mint Investment Direction	ASI-008

Private Placement Certificate	ALT-003

Private Placement Investment Direction	ALT-001

Private Placement Sale Direction	ALT-002

Investment Direction (other than Private Placement)	OPR-003

Real Property Servicing Agreement	ALT-007

Need to make a Distribution or Submit transfer?

Authorize Direct Rollover to Qualified Plan	IRA-008

Distribution Form - Traditional	IRA-010

Distribution Form - Custody Account	CUS-003

Distribution Form - Roth	IRA-011

Requested Minimum Distribution (2008)	IRA-022-08

Take a loan from qualified plan	SOLO-004

Transfer Authorization - Custody Account	CUS-002

Statements and Agreements

Custodial Agreement - Traditional	IRA-003

Custodial Agreement - Roth	IRA-005

Custodial Agreement - SEP	IRA-016

Delivery Instructions	OPR-001

Disclosure Statement - Traditional	IRA-004

Disclosure Statement - Roth	IRA-006

Disclosure Statement - SEP	IRA-017

Fee Schedule - Self Directed IRA	IRA-015

Fee Schedule - Solo 401(k)/SIMPLE IRA	SOLO-003

IRS Form W9	IRS W9

Privacy Policy	ORP-011

> Futures
> Private Placement
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