 |
 |
|
|
Our team has compiled a comprehensive library of forms, agreements and disclosures related to all Millennium Trust accounts. Each time a new account
opens or changes are made to an existing account, these documents are the key to
that process.
All forms, agreements and disclosures can be downloaded by clicking on the appropriate document link
above: Self-Directed IRAs,
Health Savings Accounts and
All Forms. Forms that require specific client supplied information need to be submitted to our Client Service Group. Instructions, agreements, disclosures and fee schedules can be downloaded and should be retained for reference.
We recommend reading each required document carefully, including agreements and disclosures, before signing and submitting to Millennium Trust.
Questions regarding completion of applicable account forms should be directed to our Client Services Group at (800) 258-7878 or newaccts@mtrustcompany.com.
 |
|
|
