Account Forms > Self Directed IRAs/Solo 401(k) > Health Savings Accounts > Automatic Rollovers > Advisor Services > 403(b)     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 ARP-024 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 - Traditional ARP-009 Distribution Form - Roth ARP-023 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 ©2010 Millennium Trust Company | Privacy Statement | Terms of Use | Site Map