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  • Open an IRA
    SEP IRA Contribution Agreement
    IRA-026
    Employer to make an agreement to provide benefits to all eligible employees under a Simplified Employee Pension.
    Download form (PDF)
    Transfer from Qualified Retirement Plan to MTC
    IRA-008
    Authorize/Request a “direct rollover” from the participant’s qualified plan to the successor custodian.
    Download form (PDF)
    Transfer from another IRA to MTC
    IRA-007
    Transfer funds from an IRA at another custodian to an IRA with Millennium.
    Download form (PDF)
    60-Day Asset Rollover Request
    ALT-023
    Initiate a 60-day rollover of assets previously distributed to you from an employee benefit plan or another IRA custodian.
    Download form (PDF)
  • View Account Agreements
    Traditional IRA Custodial Agreement
    ADV-033
    The terms and conditions governing your Traditional IRA account, including the FDIC-Insured Cash Sweep Program.
    Download form (PDF)
    Traditional IRA Disclosure Statement
    IRA-004
    Summary of the requirements for the Millennium Traditional IRA, pursuant to IRS Regulations.
    Download form (PDF)
    Roth IRA Custodial Agreement
    ADV-034
    The terms and conditions governing your Roth IRA, including the FDIC-Insured Cash Sweep Program.
    Download form (PDF)
    Roth IRA Disclosure Statement
    IRA-006
    Summary of the requirements for the Millennium Roth IRA, pursuant to IRS Regulations.
    Download form (PDF)
    SEP IRA Disclosure Statement
    IRA-017
    Summary of the requirements for the Millennium SEP IRA, pursuant to IRS Regulations.
    Download form (PDF)
    SIMPLE IRA Custodial Agreement
    ADV-035
    The terms and conditions governing your SIMLE IRA, including the FDIC-Insured Cash Sweep Program.
    Download form (PDF)
    SIMPLE IRA Disclosure Statement
    IRA-020
    Summary of the requirements for the Millennium SIMPLE IRA, pursuant to IRS Regulations.
    Download form (PDF)
  • Open other account type
    IRA Direct Rollover to Qualified Plan at MTC
    IRA-009
    Authorize/Request a “direct rollover” from an IRA at another custodian to a qualified plan with Millennium.
    Download form (PDF)
    Transfer Custody Account to MTC
    CUS-002
    Transfer funds from a custody account at another custodian to a custody account with Millennium.
    Download form (PDF)
  • Submit Investment Sponsor or FCM documents
    Investment Valuation Form
    ALT-030
    Provide Millennium with a valuation of alternative assets (besides Real Estate) held in an existing account.
    Download form (PDF)
    Private Placement Certification
    ALT-003
    Completed by the Investment Sponsor to certify and agree to the asset information the account owner is investing in.
    Download form (PDF)
  • Submit an Investment Direction
    Private Placement Purchase Direction
    Initiate a purchase of an investment in a hedge fund, private equity, or private debt through your Millennium account. The online Private Placement Purchase Direction is not available for entities and 401(k) plans, please download the paper version of this Private Placement Purchase/Sale/Exchange Direction.
    Access Online Form
    Marketplace Lending Account Authorization and Initial Funding Direction
    MKT-002
    Direct Millennium to open a marketplace lending investment account on behalf of the Account Owner’s self-directed IRA or other custodial account. The online Marketplace Lending Funding Direction is not available for entities and 401(k) plans, please download the paper version of this form.
    Download form (PDF)Access Online Form
    Marketplace Lending Subsequent Funding Direction
    MKT-003
    Authorize/Direct Millennium to transfer additional funds to an existing marketplace lending investment account previously established on behalf of the Account Owner’s self-directed IRA or other custodial account.
    Download form (PDF)Access Online Form
    Mortgage/Deed of Trust Note Servicing Terms Agreement
    ALT-039
    Initiate an investment in a promissory note that is secured by a mortgage or deed of trust through your Millennium account.
    Download form (PDF)
    Promissory Note Servicing Terms Agreement
    ALT-036
    Initiate an investment in a promissory note not secured by real estate through your Millennium account.
    Download form (PDF)
    UBTI Filing and Payment Direction
    ALT-029
    Direct Millennium to file/make a Federal/State Unrelated Business Taxable Income payment related to an investment held in your Millennium account.
    Download form (PDF)
  • Fund an Account
    ACH Election for Monthly Contributions
    OPR-007
    Add or change monthly contributions.
    Download form (PDF)
    Delivery and Wire Instructions
    OPR-001
    List of how checks, wires, securities, bonds, etc can be sent to Millennium.
    Download form (PDF)
    Deposit Form
    OPR-012
    Make a deposit into a custody account or a contribution to a retirement account.
    Download form (PDF)
    IRA Direct Rollover to Qualified Plan at MTC
    IRA-009
    Authorize/Request a “direct rollover” from an IRA at another custodian to a qualified plan with Millennium.
    Download form (PDF)
    Transfer from Qualified Retirement Plan to MTC
    IRA-008
    Authorize/Request a “direct rollover” from the participant’s qualified plan to the successor custodian.
    Download form (PDF)
    Transfer from another IRA to MTC
    IRA-007
    Transfer funds from an IRA at another custodian to an IRA with Millennium.
    Download form (PDF)
    Transfer Custody Account to MTC
    CUS-002
    Transfer funds from a custody account at another custodian to a custody account with Millennium.
    Download form (PDF)
  • Request a Distribution
    2017 Required Minimum Distribution (RMD)
    IRA-061
    Request minimum yearly withdrawals that must be taken beginning the year you turn 70½ from retirement accounts in which you contributed tax-deferred assets or had tax-deferred earnings.
    Download form (PDF)
    2016 Required Minimum Distribution (RMD)
    IRA-060
    Request minimum yearly withdrawals that must be taken beginning the year you turn 70½ from retirement accounts in which you contributed tax-deferred assets or had tax-deferred earnings.
    Download form (PDF)
    IRA Distribution Request
    IRA-040
    Request a one-time, tax-reportable withdrawal or to set up systematic payments from a Millennium IRA.
    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
    CUS-003
    Request withdrawal from a Millennium custody account.
    Download form (PDF)
    Take Loan From Qualified Plan
    ADV-024
    Request a loan from your Individual 401k or profit sharing plan.
    Download form (PDF)
    Qualified Retirement Plan Distribution Request
    CUS-028
    Request withdrawal from a Millennium 401k or Profit Sharing Plan account.
    Download form (PDF)
  • Make an IRA Conversion
    Recharacterization of ROTH IRA
    ADV-018
    Direct Millennium to convert your Roth IRA to a Traditional IRA.
    Download form (PDF)
    Roth Conversion of Traditional IRA
    ADV-019
    Authorize the conversion of a Traditional IRA to a Roth IRA.
    Download form (PDF)
  • Update an Established Account
    Address Change
    OPR-009
    Change the address, phone number, email, or other personal information.
    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)
    Payment of Fee Authorization
    OPR-008
    Change the payment election for the annual fees on your Millennium account.
    Access Online Form
    Third Party Authorization
    OPR-004
    Authorize an individual third party to be able to receive information on your account.
    Download form (PDF)
    Transfer on Death Registration
    OPR-005
    Account registration which for a custodial account allows the sole owner, the last surviving joint tenant, and each tenant in common to transfer upon their death the ownership of the account, or in the case of a tenant in common that tenant’s ownership interest in the account, to one or more designated beneficiaries without going through probate or being subject to the deceased person’s will.
    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
    IRA-027
    Add/Change the online access on your Millennium account.
    Download form (PDF)
    Asset Impairment Notification
    ALT-031
    Direct a valuation change related to an asset impairment, defined as an identifiable event that demonstrates that a complete or significant loss has been sustained on an asset being held in your Millennium account.
    Download form (PDF)
  • Update Advisor or Sponsor Information
    Client Authorization for Advisory Fee Payment
    OPR-019
    Direct Millennium to deduct your Advisor’s fees from your Millennium Account as instructed by your Advisor.
    Download form (PDF)
    Investment Sponsor Contact Information
    ALT-021
    Provide contact information for your alternative asset as Millennium may need to contact your investment sponsor for matters including asset re-registration, purchases, liquidations, transfers and valuation updates.
    Download form (PDF)
  • Other
    Privacy Policy
    OPR-011
    The policy regarding what Millennium Trust does with your personal information.
    Download form (PDF)