Find the right form for all your account needs

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.

Initiate an investment direction on a Plan account.

List of how checks, wires, securities, bonds, etc can be sent to Millennium.

Please complete and return this form if you wish to direct us to compute and/or distribute your Required Minimum Distribution (RMD) for non-Roth IRAs and Qualified Retirement Plan accounts. If you are turning 73 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/Request an exchange of a 403(b) account with a current custodian to a 403(b) at Millennium.

Request a withdrawal from a 403b account.

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

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.

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.

The terms and conditions governing your 403b account.

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.