If you would like to keep your IRA with Millennium Trust, please complete the online Account Agreement. At this time you can update personal information, add funds and obtain online account access.Complete online form
If this is the first year your account was rolled out of your previous company’s retirement plan into a Millennium Trust IRA, it kicked off a series of tax reporting requirements by the IRS.Tax Reporting SummaryTax Center
We are excited to welcome you as a new Millennium Trust client. We are a leading provider of Individual Retirement Accounts and today custody over 700,000 IRAs. Your former employer, where you had a company-sponsored retirement account, selected us as your successor custodian and chose to roll over your retirement account to a Millennium Trust Individual Retirement Account (IRA) on your behalf.Learn more about MTC
Your funds are currently invested in a FDIC-insured Cash Sweep Program and ready for you to take control of at your earliest convenience. These savings are in a tax-deferred account and you must simply verify your identity with Millennium Trust in order to claim your account.Learn more about your IRA options
As a financial institution, we are responsible for verifying your identification. This is for your protection and to ensure the money in your account is going to the correct person.
A life event may have changed your personal information from the last time you updated your account to now. The most common life events include: Moving, Marriage and Divorce. To reconcile the change, we typically require additional documentation, which can include a copy of your driver’s license, recent utility bill, marriage or divorce certificate.
If you have not been notified through a welcome letter or postcard that you have an account with us, you can search our free, secure database to see if we might be holding your unclaimed retirement funds.
If you have received communication from us, you likely have an account so please follow one of the steps above to claim your account.Access Search
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