MTC New Accounts

Welcome to Millennium Trust Company

We are excited to have you as a Millennium Trust client and appreciate the opportunity to serve you. For more information on the features of your Automatic Rollover IRA, please review the information below.

Account Documents

Please carefully review the documents that govern your new Millennium Trust IRA. We encourage you to either save an electronic copy or print them out for your records.

Traditional IRA DocumentsROTH IRA DocumentsSEP IRA DocumentsSIMPLE IRA DocumentsFee SchedulePrivacy Policy

Recurring Distribution Payments

To continue recurring distributions you are receiving from your IRA, including those set up with respect to Required Minimum Distributions (RMDs), please download and submit the IRA Distribution form to Millennium Trust by February 13, 2019. Be sure to select “Systematic Payments” in section C and complete Section D in its entirety to set up the recurring distribution payments.

IRA Distribution form