Account Forms > Self-Directed IRA > Health Savings Accounts > Automatic Rollovers > Advisor Services     Account Forms Automatic Rollover Account Forms For your convenience, Automatic Rollover forms are available below. To access the documents, simply click on the links to the right. If you need additional assistance, please contact our Automatic Rollover Client Service Team at 877.682.4727. Plan Sponsor or TPA Need to update an already established Automatic Rollover IRA Address Change ARP-025 Delivery Instructions OPR-001A Funding Form OPR-012 Give Third Party Authorization to your Account ARP-027 * Investment Direction ARP-028 * Make a Contribution by ACH Debit OPR-007 Web Access Request ARP-030 * * Please provide a copy of your driver's license Need to make a Distribution or IRA Rollover Distribution Form ARP-009 Statements and Agreements Adoption Agreement ARP-005 Custodial Agreement ARP-006 Disclosure Statement ARP-007 Privacy Policy OPR-011 Roth Adoption Agreement ARP-020 Roth Custodial Agreement ARP-022 Roth Disclosure Statement ARP-021   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