Rollover Account Benefits and Services | SFA - Millennium Trust Company

Rollover Account Benefits and Services

The Basics

Fund an Account

Whether you have an Individual Custody Account or an IRA, you can add funds by using our Deposit Form. If you have an IRA, please check the IRS's annual contribution limit to make sure you are eligible to make a contribution.

Deposit Form
Designating Beneficiaries

Because the terms of your former retirement plan are no longer applicable, any specified beneficiary designation ended when the rollover was made. If you have an IRA and want to make or change your designation(s), please complete the Beneficiary Designation form.

Beneficiary Designation Form
Account Fees

Account fees were agreed to by your former employer at the time the IRA was established. You should have received the applicable fee schedule with a welcome letter when the account was opened. You can obtain a copy of the fee schedule by contacting a Client Service Representative.

Benefits and Features

Choice

Your IRA can hold a wide range of investment types such as mutual funds, ETFs, stocks, bonds, and CDs.

This Mutual Fund Guide contains a list of mutual funds and fund families that can be held in an account with Millennium Trust.

Online Access

View all of your account activity such as balances, holdings, transaction history, and account statements.

Self-Directed Trading

Upon registering in our investment platform, you will have access to direct trades in traditional assets in our Trade Center.

Educational Tools

Online analysis tools and content can help you make well-informed decisions when managing assets in your account.

Consolidate Accounts

If you want to consolidate your retirement funds, we also accept transfers from other IRAs, as well as rollovers from other employer plans.

I wanted to thank the Automatic Rollover Client Service Team for all their help and cooperation. I found out that my transfer was completed in less than 24 hours after re-applying and I sincerely appreciate it.
Kevin A.
Automatic Rollover Client