Liberty Trust

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

Please carefully review the new Custodial Agreement and Disclosure Statement applicable to your type of account, which will govern your new Millennium Trust IRA. For your convenience, we have also linked Millennium's Privacy Policy for you to review. We encourage you to either save an electronic copy or print them out for your records.

Automatic Rollover Traditional IRA Agreement and DisclosureAutomatic Rollover Roth IRA Agreement and DisclosureTraditional IRA Agreement and DisclosureRoth IRA Agreement and DisclosureSEP IRA Agreement and DisclosureSIMPLE IRA Agreement and DisclosurePrivacy Policy