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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
    403(b) Investment Direction
    403b-004
    Initiate an investment direction on a 403(b) account.
    Download form (PDF)
  • Fund an Account
    Delivery and Wire Instructions
    OPR-001
    List of how checks, wires, securities, bonds, etc can be sent to 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)
    403(b) Account Exchange Authorization
    403b-010
    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
    403b-001
    Request a withdrawal from a 403b account.
    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)
    Third Party Authorization
    OPR-004
    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
    IRA-027
    Add/Change the online access on your Millennium account.
    Download form (PDF)
  • Other
    403(b) Information Sharing Agreement
    403b-002
    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
    403b-006
    The terms and conditions governing your 403b account.
    Download form (PDF)
    Privacy Policy
    OPR-011
    The policy regarding what Millennium Trust does with your personal information.
    Download form (PDF)