Once an IRA is established and an accurate address is on file, a professionally packaged Welcome Kit is sent to the IRA owner. The kit is well organized and comprehensive, and includes information about Millennium Trust, how the IRA is invested, our fee schedule, links to our account agreements, and how to contact us.
Our dedicated client service team is available by phone, email, fax or in person. Each member is experienced with IRAs and well trained on IRS distribution rules. Our client service team utilizes a state of the art trust accounting system that keeps track of the underlying investments, transactions, tax reporting, etc. The Automatic Rollover group has a dedicated 800 line, email address and fax line.
Each IRA owner is offered web access to his/her account or annual paper statements. We also process tax reporting including Forms 1099 and 5498 per IRS requirements.