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If you require assistance, please contact our Client Service Team during regular business hours, Monday - Friday from 8:00 a.m. - 4:30 p.m. CT and have your tracking code ready - .
If you require assistance, please contact our Client Service Team during regular business hours, Monday - Friday from 8:00 a.m. - 4:30 p.m. CT.
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Getting Started

IRA Form
Fields marked with  * are required
Your former employer transferred the balance of your retirement savings from its employee benefit plan to an individual retirement account (IRA) established in your name. This is known as an "automatic rollover." Automatic rollovers are intended to preserve the tax benefits of your retirement savings and are permitted by Internal Revenue Service rules and the terms of your former employee benefit plan. Prior to automatically rolling over an individual's retirement savings, an employer is required to send a notice to the affected individual. If the employer does not receive alternative instructions from the individual, the employer may roll the individual's employee benefit plan balance into an IRA established for the benefit of that individual at a qualified custodian, like Millennium Trust.

Your personal information was provided to us by your former employer when it established your IRA with us or by your former custodian if your IRA was originally established with another custodian and subsequently transferred to Millennium Trust. We ask that you complete this IRA Form to: Verify or update the personal information provided to us Indicate your preferences for account access and statement delivery Designate any beneficiaries to your IRA
To get started, please click "Next".

Personal Information

IRA Form
Fields marked with  * are required

If the co-owner is an entity, please contact client service for assistance.
Personal Trust Administrator
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Preferred Contact Details
Optional Contact Details

Phone

Address

Residential Address
Your legal Residential Address cannot be a P.O. Box, Mail Drop or c/o address. Provide the address used for tax reporting.
Mailing Address
Please note:
This address will be saved and stored for reference as your primary address of record. All mail correspondence will be sent to this address.

FedEx cannot be sent to a PO Box address.
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Which Address? *
Alternate Address

Alternate Address

Verifying Address... Please wait.
Which Address? *
What is your marital status? *
Are you a US citizen / U.S. Person (including Resident Alien)? *
Foreign Documentation Required
Foreign citizens or other non-U.S. persons are required to submit a completed IRS Form W-8 and a clear copy of an unexpired government issued identification card.
Cannot continue!
We are not able open an account based on the Country of Citizenship that you have selected.

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Preferred Contact Details
Optional Contact Details

Phone

Address

Residential Address
Your legal Residential Address cannot be a P.O. Box, Mail Drop or c/o address. Provide the address used for tax reporting.
Mailing Address
Please note:
This address will be saved and stored for reference as your primary address of record. All mail correspondence will be sent to this address.

FedEx cannot be sent to a PO Box address.
Verifying Address... Please wait.
Which Address? *
Are you a US citizen? *
Foreign Documentation Required
Foreign citizens or other non-U.S. persons are required to submit a completed IRS Form W-8 and a clear copy of an unexpired government issued identification card.
Cannot continue!
We are not able open an account based on the Country of Citizenship that you have selected.

Identity Verification

IRA Form
Fields marked with  * are required

Identity Verification

IMPORTANT USA PATRIOT ACT INFORMATION
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means to you:
You must provide us with your name, residential address, social security number, and date of birth, and other information that will allow us to identify you before you will be able to exercise control over your account. We may also ask for other identifying documents.

After you confirm your identity, the following data cannot be changed for this online form - name, address, social security/tax identification number and date of birth.
Do you confirm that the details you have entered are correct?

Identity Verification

IRA Form
Fields marked with  * are required

Verifying Applicant

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Additional verification is required.
To help verify your identity we’ve compiled a series of questions that only you should be able to answer. You will have 3 minutes to complete them.
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Documents Needed
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Verifying Additional Signer

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We need some documentation
Client currently running CIP
Please click 'Reload' once the client has completed CIP

Account Selection

IRA Form
Fields marked with  * are required

Account Details

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Please select your account type.
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Account information is still loading for the client. Please click "Reload"

Account Confirmation

The account noted above is the account I wish to proceed with.

Beneficiary Designation

IRA Form
Fields marked with  * are required

Transfer on Death

Transfer on Death (TOD) Registration
Transfer on death is a form of account registration which for a custodial account allows the sole owner, the last surviving joint tenant, and each tenant in common to transfer upon their death the ownership of the account, or in the case of a tenant in common that tenant’s ownership interest in the account, to one or more designated beneficiaries without going through probate or being subject to the deceased person’s will. A beneficiary may be removed or changed by the current sole owner or tenant without the consent of the beneficiary upon a written direction delivered to the Custodian. This cannot be completed online, please click here to access our Transfer on Death Registration Form.

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Account Ownership
Upon the death of one joint tenant, account ownership vests equally in the surviving joint tenant(s).

Account Beneficiary Designation

You may wish to designate beneficiaries to your IRA in the event of your death. Each beneficiary can be assigned a percentage share of your account. This can also be done after your account is open, but if you fail to provide a beneficiary designation, upon your death assets in your account will be distributed pursuant to the provisions of the Article in your Millennium Custodial Account Agreement entitled Designation of Beneficiaries.

Primary Beneficiary

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Which Address? *

Contingent Beneficiary

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Which Address? *

Spousal Consent

Spousal Consent Required
Since you are married, designated a primary beneficiary other than your spouse and live in a community property state we require you to get spousal consent. The beneficiaries being designated will not be added to your account record until we have received the Beneficiary Designation form signed by your spouse. This form will be provided to you at the end of this application.

AccountAccess

IRA Form
Fields marked with  * are required

Account Access and Statement Preference

Do you wish to receive online account access with online statements? *
Online Login Instructions
Login instructions will be sent to the email address provided after processing is complete. Please review the Millennium Trust Online Terms & Conditions carefully.
A valid, unique e-mail address is required for all users.
Paper statement fee
An additional paper statement fee will apply. Please refer to your fee schedule.
Would you like to receive paper statements via mail in addition to the online statements? *
Paper statement fee
An additional paper statement fee will apply. Please refer to your fee schedule.
Would you like to add online trading access (only for traditional assets) to your account? *
Trading Fee Schedule
There is no charge for choosing to have online trading access but there may be transaction fees. Please download a copy of the Trading Fee Schedule for your records.

Account Fees

IRA Form
Fields marked with  * are required

Fees

Account Fee Schedule
Administration and Custody Account Fees
$
Please refer to the fee schedule you received in your welcome kit.
Agreement to Fee Schedule and Disclosures
Please click on the link below to download a copy of the fee schedule including the account fees and fee disclosures associated with your account. You are required to download and review the entire fee schedule before you will be allowed to check the box and proceed with you IRA Form.
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Account Transfer

IRA Form
Fields marked with  * are required

Account Options

What would like to do with your account?
Outgoing Transfer Instructions
We require a completed and signed transfer form from the new provider along with a signature or letter of acceptance and delivery instructions. Please download our Transfer Instructions below for the complete list of transfer requirements and options for you or the new provider to submit the transfer paperwork to us.

Download Instructions

Account Funding

IRA Form
Fields marked with  * are required

Account Funding

Would you like to add additional funds to this account as part of this process?
Please select your account funding option(s) *

Current Year Contribution
Prior Year Contribution
Current Year Employer Contribution
Current Year Employee Contribution
Prior Year Employer Contribution
Prior Year Employee Contribution
Prior Year Contribution

Funding Method

Please select one of the following deposit options *
Please make checks payable to:
Millennium Trust Company, LLC
FBO:
2001 Spring Road, Suite 700
Oak Brook, IL 60523


NOTE: Please include your Millennium Account number on the memo line of your check
Fed-Wires/ACH:
Wire to: MB Financial Bank, N.A.
800 West Madison Street, Chicago, IL 60607
ABA: 071001737
Credit account: 0691-76019
Account name: Millennium Trust Company as custodian for IRA client and other custody accounts
For Further Credit:
Delivery Instructions
These instructions will also be included in the copy of your application that is available for download after submission.

Rollover Funds to Millennium

Please indicate your rollover type *
60-Day Rollover Type *
60-Day Rollover
Transferring funds or assets previously distributed to you from an employee benefit plan or another IRA custodian to Millennium within a 60-day time period to maintain tax benefits.
IRS Waiver of the 60-Day Rollover Requirement
You must determine if you qualify for the IRS waiver. If you do, you will be required to submit the Self-Certification for a Waiver of the 60-Day Rollover Requirement form identifying the reason for the late contribution. This form will be provided for you at the end of this application.

60-Day Rollover Funding

Please select if you want to rollover cash and/or an asset  *
60-Day Rollover Asset Form is Required
You will be required to complete the 60-Day Asset Rollover Request form that will be provided for you at the end of this application.

60-Day Rollover of Cash

Previous Custodian

Rollover Notification
60-Day Rollover Requirements: (i) this will be an irrevocable Qualifying Rollover and the Account Owner will be bound by this election, (ii) Account Owner must deposit all funds and assets to the IRA within the allowable 60-day rollover period since distributed to the Account Owner, (iii) only 1 rollover for/by the Account Owner is allowed within the previous 12 month period, (iv) none of the funds/assets being deposited may contain amounts from a Required Minimum Distribution. Questions on the requirements for Qualifying Rollovers to an IRA should be directed to an attorney or tax professional.

Funding Method

Please select one of the following deposit options *
Please make checks payable to:
Millennium Trust Company, LLC
F/B/O:
2001 Spring Road, Suite 700
Oak Brook, IL 60523

NOTE: Please include your Millennium Account number on the memo line of your check
Fed-Wires/ACH:
Wire to: MB Financial Bank, N.A.
800 West Madison Street, Chicago, IL 60607
ABA: 071001737
Credit account: 0691-76019
Account name: Millennium Trust Company as custodian for IRA client and other custody accounts
For Further Credit:
Delivery Instructions
These instructions will also be included in the copy of your application that is available for download after submission.

60 Day Rollover - Assets

Asset List and Contact Information

Contact information for each Alternative Asset is required for Millenium to custody your investment.
Alternative Investment Assets Documents Required
All Alternative Investment Assets require the following:
This 60-Day Asset Rollover Request Form - Originals required Assignment (from Account Owner) To Millennium Trust Company Form (ALT-022) - Originals required An assignment form from the Previous IRA Custodian or employee benefit plan Statement from Previous IRA Custodian or employee benefit plan reflecting the investment(s)

Asset

Asset Type *
Required Documentation for Alternative Assets
To determine the investment documentation required, please contact client service at 866.388.6771.
Required Documentation for Alternative Assets
Private Placement (e.g. LLC, LP) will require the following documents: Assignment form from the previous IRA custodian or employee benefit plan to Account Owner Millennium's Asset Assignment form (from Account Owner) - Original required Statement from previous IRA custodian or employee benefit plan reflecting the investment(s) - within past three months Distribution Letter from previous IRA custodian or employee benefit plan
Required Documentation for Alternative Assets
Deed of Trust/Note Secured by Real Estate will require the following documents: Assignment form from the previous IRA custodian or employee benefit plan to Account Owner Millennium’s Asset Assignment (from Account Owner) - Original required Promissory note in previous registration Amortization schedule, if applicable Note Servicing Agreement (form ALT-004) Mortgage/Deed of Trust Authorization (form ALT-005) Distribution Letter from previous IRA custodian or employee benefit plan Statement from previous IRA custodian or employee benefit plan reflecting the investment(s) - within past three months
Note: If your asset is approved, you will be required to submit additional documentation to complete the transfer including (1) Original recorded Assignment of Deed of Trust, and (2) Original Promissory Note in previous registration.
Required Documentation for Alternative Assets
Promissory Note will require the following documents: Assignment Form from previous IRA custodian or employee benefit plan to Account Owner Millennium's Asset Assignment form (from Account Owner) - Original required Promissory note in previous registration Distribution Letter from previous IRA custodian or employee benefit plan Copy of UCC filing Amortization schedule, if applicable Note Servicing Agreement (form ALT-004) Statement from previous IRA custodian or employee benefit plan reflecting the investment(s) - within past three months
Required Documentation for Alternative Assets
Real Estate will require the following documents: Copy of real estate deed in previous registration Appraisal - within the 12-month period Real Property Servicing Agreement (form ALT-007) Distribution Letter from previous IRA custodian or employee benefit plan Statement from previous IRA custodian or employee benefit plan reflecting the investment(s) - within past three months
Note: If your asset is approved, you will be required to submit additional documentation to complete the transfer including an Original Recorded Deed registered to Millennium Trust Co., LLC, Custodian FBO (Account Owner name)(account type).
Required Documentation for Alternative Assets
Private Stock will require the following documentation: Assignment form from the previous IRA custodian or employee benefit plan to account owner Millennium's Asset Assignment (from Account Owner) (form ALT-022) - Original required Original stock certificate in previous registration Original stock power from previous Custodian or employee benefit plan to Account Owner Statement from previous IRA custodian or employee benefit plan reflecting the investment(s) - within past three months Distribution Letter from previous IRA custodian or employee benefit plan