Forms Library

Find the right form for all your account needs

How can we help you?

  • View Account Agreements
    Traditional IRA Custodial Agreement
    ARP-006
    The terms and conditions governing your Automatic Rollover Traditional IRA, including the FDIC-Insured Cash Sweep Program.
    Download form (PDF)
    Traditional IRA Disclosure Statement
    ARP-007
    Summary of the requirements for the Automatic Traditional Rollover IRA, pursuant to IRS Regulations.
    Download form (PDF)
    Roth IRA Custodial Agreement
    ARP-022
    The terms and conditions governing your Roth IRA, including the FDIC-Insured Cash Sweep Program.
    Download form (PDF)
    Roth IRA Disclosure Statement
    ARP-021
    Summary of the requirements for the Millennium Roth IRA, pursuant to IRS Regulations.
    Download form (PDF)
    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)
  • 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)
    Deposit Form
    OPR-012
    Make a deposit into a custody account or a contribution to a retirement account.
    Download form (PDF)
    Delivery Instructions
    ARP-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.
    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.
    Download form (PDF)
    2017 Required Minimum Distribution (RMD)
    ARP-081
    Request minimum yearly withdrawals that must be taken beginning the year you turn 70½ from automatic rollover IRAs in which you contributed tax-deferred assets or had tax-deferred earnings.
    Download form (PDF)
    2016 Required Minimum Distribution (RMD)
    ARP-064
    Request minimum yearly withdrawals that must be taken beginning the year you turn 70½ from automatic rollover IRAs in which you contributed tax-deferred assets or had tax-deferred earnings.
    Download form (PDF)
    IRA Transfer Pursuant to Divorce - Account Owner
    IRA-042
    Authorize a transfer of interest from the IRA owner to his/her spouse under a divorce decree or separation instrument.
    Download form (PDF)
    IRA Transfer Pursuant to Divorce - Former Spouse
    IRA-043
    Account Owner’s former spouse completes for transfers of interest from the IRA owner under a divorce decree or separation instrument.
    Download form (PDF)
    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.
    Download form (PDF)
    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.
    Download form (PDF)
    Solicitud De Cambio De Dirección
    ARP-041
    Cambiar la dirección, número de teléfono, correo electrónico u otra información personal.
    Download form (PDF)
    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
    The policy regarding what Millennium Trust does with your personal information.
    Download form (PDF)