Millennium Trust Company - Account Forms


Account Forms > Self-Directed IRA > Health Savings Accounts > Automatic Rollovers > Advisor Services

Self-Directed IRA Account Forms

All forms are fill-able. You may place your cursor in the gray area to input your information.

New Clients
If you are a new client of Millennium Trust, opening a Self-Directed IRA is as easy as 1-2-3.

Simply indicate your preferences in the categories below and all the appropriate forms you need to fill out or retain for your records will be presented in one group.
Download the fillable pdf forms, and simply type in forms requiring information using your keyboard in the fields indicated.
Print out these forms and forward to Millennium Trust Company, 820 Jorie Blvd, Suite 420, Oak Brook, IL 60523.

If you have any questions, please contact Client Services at 800.258.7878.

1) Select IRA Type:
Traditional IRA	ROTH IRA	SEP
2) Select Account Fundings Method:
IRA-to-IRA Regular IRA Contribution	Qualified Plan from Direct Rollover 60-Day Cash Rollover Contribution
3) Select Investment Type: Please select Alternative Investment(s) that you would like to invest in:
Futures Perth Mint Certificate Mortgage/Deed of Trust	Life Settlement Promissory Note Real Estate	LLC; LP; Private Stock; Swiss Annuity; Other Private Placement

Solo 401K/SIMPLE IRA Forms
If you are interested in opening a Solo 401(k) or SIMPLE IRA, please call (800) 258-7878 and ask for New Accounts.