Forms Library | Millennium Trust Company
Forms Library

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  • 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
    Plan Account Investment Direction
    Initiate an investment direction on a Plan account.
    Download form (PDF)
  • Fund an Account
    Delivery and Wire Instructions
    List of how checks, wires, securities, bonds, etc can be sent to Millennium.
    Download form (PDF)
  • Request a Distribution
    Required Minimum Distribution (RMD)
    This form is to be used for non-Roth IRA account holders who have reached the RMD age. In December 2019, Congress passed the SECURE Act, which provides that beginning January 2020, the minimum age to begin taking RMDs is increased from age 70½ to age 72. However, this applies only to persons who have not reached age 70½ by the end of 2019. If you were born on or before June 30, 1949 (i.e., you turned 70 ½ by the end of 2019), you are required to begin or continue taking RMDs. Not to be used for Automatic Rollover accounts.
    Download form (PDF)
    403(b) Account Exchange Authorization
    Authorize/Request an exchange of a 403(b) account with a current custodian to a 403(b) at Millennium.
    Download form (PDF)
    403(b) Distribution Request
    Request a withdrawal from a 403b account.
    Download form (PDF)
  • Update an Established Account
    Address Change
    Change the address, phone number, email, or other personal information.
    Download form (PDF)
    Affidavit for Power of Attorney
    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
    Authorize an individual third party to be able to receive information on your account.
    Download form (PDF)
    Update Beneficiary Designation
    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
    Add/Change the online access on your Millennium account.
    Download form (PDF)
  • Other
    403(b) Information Sharing Agreement
    Authorize the sharing of 403b account information between Millennium and Plan Sponsor necessary for compliance with final 403b regulations for employees/participants in the Plan Sponsor's 403b plan.
    Download form (PDF)
    403(b) Custodial Agreement
    The terms and conditions governing your 403b account.
    Download form (PDF)
    Privacy Policy
    The policy regarding what Millennium Trust does with your personal information.
    Download form (PDF)