Complete and submit the new custodian’s Transfer paperwork to start the process. Please make sure to include the following:
a) Your dated signature of consent
b) New custodian’s signature of acceptance (for retirement accounts)
c) Delivery instructions for the new custodian – if requesting a check, provide who the check is to be made payable (It must be made payable to the successor custodian)
d) For transfers over $200,000, an Original (can be a copy of signature) signature and Original Signature Guarantee stamp on the transfer form is required. If signature guarantee stamp is required, please mail the transfer form, including original (signature guarantee stamp) to: 2001 Spring Rd., Suite 700, Oak Brook, IL 60523
2. Transfers requested to be sent via wire, will be subject to a $30 wire transfer fee.
a) Millennium Trust Company, LLC is not a bank and therefore NOT ACAT eligible.