Get Millenium Trust

Filling out the Millenium Trust transfer authorization form is a straightforward process that allows you to transfer your individual retirement account efficiently. This guide provides step-by-step instructions to ensure you complete the form accurately and successfully.

Follow the steps to complete the Millenium Trust form online.

1. Click ‘Get Form’ button to obtain the form and open it in a suitable editor.
2. Begin by providing your account owner's information, including their full name, social security number, and contact details such as home and work phone numbers and email address. If you have an existing Millennium account, include the account number here.
3. Next, enter the current custodian information. This includes the name of the transferring firm, mailing address, city, state, zip code, phone number, fax number, and email address associated with your current account.
4. Indicate your preferred method of transfer in the 'Transfer of Current IRA Account' section. Select either a complete transfer or a partial transfer and provide details of the assets you wish to transfer.
5. Complete the transfer authorization section by certifying that the assets listed belong to an IRA. You will need to read, sign, and date the authorization to proceed.
6. If required, obtain a Medallion Signature Guarantee from an authorized financial institution and include it in the designated area on the form.
7. Finally, ensure all fields are accurately filled, then save your changes. You may print the completed form for mailing or choose to share it with relevant parties as needed.

Start your online form submission process today to ensure a seamless transfer of your IRA.