Transfer of Accounts from Liberty Trust
You should have received a mailing regarding Liberty Trust’s resignation of it's IRAs and the appointment of Millennium Trust Company as the new custodian of your IRA. December 30, 2019 is the final day to request and direct the (1) transfer of your Liberty Trust IRA to another custodian (other than Millennium Trust) or (2) full distribution of your IRA, prior to the transfer of your IRA to Millennium Trust. If you wish for your IRA to automatically transfer to us on December 31, 2019, no action is needed.
Account Agreements and Disclosures