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The terms and conditions governing your taxable custodial account established from funds previously held in a retirement account with your former employer.

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.

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.

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.

Initiate an investment direction for an Automatic Rollover account.

Add or change monthly contributions.

Make a deposit into a custody account or a contribution to a retirement account.

List of how checks, ACH, and wires can be sent to Millennium for Automatic Rollover accounts.

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.

Solicitar una sola vez, los impuestos reportados sobre el retiro o para establecer pagos sistemáticos de un rollover IRA directa/automática.

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.

Authorize a transfer of interest from the account owner to his/her spouse under a divorce decree or separation instrument.

Account Owner’s former spouse completes for transfers of interest from the account owner under a divorce decree or separation instrument.

Complete in the event that the Account Owner has over contributed to their IRA and wishes to withdraw the excess contribution.

Beneficiary requests how payment of the Millennium account should be made when the IRA owner is deceased.

Request withdrawal from a Millennium custody account that was rolled over from a former employer.

Direct Millennium to convert your Roth IRA to a Traditional IRA.

Authorize the conversion of a Traditional IRA to a Roth IRA.

Change the address, phone number, email, or other personal information.

Cambiar la dirección, número de teléfono, correo electrónico u otra información personal.

Add a power of attorney to a client's Millennium account. Requires a copy of the executed power of attorney documents.

Authorize an individual third party to be able to receive information on your account.

Add/Change the primary and/or contingent beneficiaries on your Millennium IRA or other retirement account in the event of your death.

Add/Change the online access on your Millennium account that was rolled over from a previous employer.

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.

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.