Forms Library | Millennium Trust Company
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  • Automatic Rollover Custodial Agreements
    Custodial Agreement For Taxable Funds
    ARP-079
    The terms and conditions governing your taxable custodial account established from funds previously held in a retirement account with your former employer.
    Download form (PDF)
  • Download IRA Agreements
    Traditional IRA Disclosure Statement/Custodial Agreement (including SEP IRAs)
    IRA-003/004
    The Custodial Agreement contains the terms and conditions governing your Traditional and/or SEP IRA, including the FDIC-Insured Cash Sweep Program and time-sensitive disclosures pursuant to IRS regulations.
    Download form (PDF)
    Roth IRA Disclosure Statement/Custodial Agreement
    IRA-005/006
    The Custodial Agreement contains the terms and conditions governing your Roth IRA, including the FDIC-Insured Cash Sweep Program and time-sensitive disclosures pursuant to IRS regulations.
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    SIMPLE IRA Disclosure Statement/Custodial Agreement
    IRA-019/020
    The Custodial Agreement contains the terms and conditions governing your SIMPLE IRA, including the FDIC-Insured Cash Sweep Program and time-sensitive disclosures pursuant to IRS regulations.
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  • Submit an Investment Direction
    Investment Direction
    ARP-028
    Initiate an investment direction for an Automatic Rollover account.
    Download form (PDF)
  • Fund an Account
    ACH Election for Monthly Contributions
    OPR-007
    Add or change monthly contributions.
    Download form (PDF)
    Delivery Instructions
    RS-024
    List of how checks, ACH, and wires can be sent to Millennium for Automatic Rollover accounts.
    Download form (PDF)
  • Request a Distribution
    Direct Automatic Rollover IRA Distribution Request
    ARP-050
    Request a one-time, tax-reportable withdrawal or to set up systematic payments from an Automatic Rollover IRA. Form can be completed once you register your account in the portal.
    Access Online Form
    Solicitud De Distribución De IRA Por Rollover Directa Automática
    ARP-042
    Solicitar una sola vez, los impuestos reportados sobre el retiro o para establecer pagos sistemáticos de un rollover IRA directa/automática.
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    Required Minimum Distribution (RMD)
    ARP-118
    This form is to be used for non-Roth IRA account holders who have reached the RMD age. If you are turning 72 in the current year and taking your first RMD, you have until April 1 of the following year to distribute your RMD. If you delay your initial RMD until April 1st the following year you will be responsible for taking two distributions that year, one by April 1st and one by December 31st. For each subsequent year, you are required to take your RMD by December 31st.
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    Transfer Pursuant to Divorce - Account Owner
    IRA-042
    Authorize a transfer of interest from the account owner to his/her spouse under a divorce decree or separation instrument.
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    Account Transfer Pursuant to Divorce - Former Spouse
    IRA-043
    Account Owner’s former spouse completes for transfers of interest from the account owner under a divorce decree or separation instrument.
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    Withdrawal of Excess IRA Contribution
    IRA-036
    Complete in the event that the Account Owner has over contributed to their IRA and wishes to withdraw the excess contribution.
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    Election of Payment by Beneficiary
    IRA-024
    Beneficiary requests how payment of the Millennium account should be made when the IRA owner is deceased.
    Download form (PDF)
    Custody Account Distribution Request
    ARP-058
    Request withdrawal from a Millennium custody account that was rolled over from a former employer.
    Download form (PDF)
  • Make an IRA Conversion
    Recharacterization of ROTH IRA
    IRA-014
    Direct Millennium to convert your Roth IRA to a Traditional IRA.
    Download form (PDF)
    Roth Conversion of Traditional IRA
    IRA-013
    Authorize the conversion of a Traditional IRA to a Roth IRA.
    Download form (PDF)
  • Update an Established Account
    Address Change
    ARP-025
    Change the address, phone number, email, or other personal information.
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    Solicitud De Cambio De Dirección
    ARP-041
    Cambiar la dirección, número de teléfono, correo electrónico u otra información personal.
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    Affidavit for Power of Attorney
    IRA-038
    Add a power of attorney to a client's Millennium account. Requires a copy of the executed power of attorney documents.
    Download form (PDF)
    Third Party Authorization
    ARP-027
    Authorize an individual third party to be able to receive information on your account.
    Download form (PDF)
    Update Beneficiary Designation
    IRA-012
    Add/Change the primary and/or contingent beneficiaries on your Millennium IRA or other retirement account in the event of your death.
    Download form (PDF)
    Web Access Request
    ARP-030
    Add/Change the online access on your Millennium account that was rolled over from a previous employer.
    Download form (PDF)
  • Other
    Privacy Policy
    OPR-011
    It explains what personal information we collect when you interact with us online, including via our websites, platforms, portals, applications or similar, how we collect, use, and protect it, and why, in certain cases, we may share it with select third parties. This Privacy Policy also explains your rights in relation to your personal information, including your sharing and use choices.
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    U.S. Consumer Privacy Notice
    Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.
    Download form (PDF)