Millennium trust distribution. Your qualified retirement plan rolled over to an ira for you at millennium trust. All 1099 rs will be mailed by january 31 of the year following the above events. Millennium trust company performs the duties of a directed custodian and as such does not provide due diligence to third parties on prospective investments platforms sponsors or service providers and does not sell investments or provide investment legal or tax advice. Take a distribution or rollover to a retirement plan.
Millennium trust company performs the duties of a directed custodian for iras and other custodial accounts. We serve as a complement to traditional services offered by other custodians. Now millennium trust keeps. You took a taxable distribution or executed a direct rollover to a current employers qualified plan from your ira at millennium trust.
Millennium trust helps connect you with your retirement savings. Welcome to millennium trust company. Traditional ira distribution request instructions to request a full or partial distribution of funds complete a traditional ira distribution request form. Millennium trust company attn.
After i had been waiting two weeks. 182 reviews of millennium trust company i was laid off and requested to withdrawal my funds from wells fargo but they cancelled my request and pushed my 401k to millennium trust. Millennium trust does not undertake any due diligence for you including on the platforms listed on main their prospective investments or any other investments you select to hold in your millennium trust account. Distribution department 2001 spring road suite 700 oak brook il 60523.