Millennium trust distribution. We serve as a complement to traditional services offered by other custodians. Millennium trust company attn. Your former employer chose us to custody your automatic rollover ira and to ensure you have control over your savings. Welcome to millennium trust company.
Millennium trust company is a leading financial services company offering niche alternative custody solutions to institutions advisors and individuals. 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. Millennium trust helps connect you with your retirement savings.
You took a taxable distribution or executed a direct rollover to a current employers qualified plan from your ira at millennium trust. Please submit forms to millennium trust by. Distribution department 2001 spring road suite 700 oak brook il 60523. 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.
Now millennium trust keeps. Take a distribution or rollover to a retirement plan. Traditional ira distribution request instructions to request a full or partial distribution of funds complete a traditional ira distribution request form. Your qualified retirement plan rolled over to an ira for you at millennium trust.