What are the key steps required to expedite the establishment of an IRA with Futures at Millennium Trust?
Ensuring the most efficient and expedient paperwork processing for a self directed IRA with futures at Millennium Trust requires you to: • Read the Millennium Trust IRA Adoption Agreement (IRA-002), and appropriate Disclosure Statement, and follow the instructions completely; • Complete, sign and date all forms; *Note: Incomplete and incorrect information can delay the establishment of the account and the investment of funds. • Fill out the entire Adoption Agreement, (IRA-002), leaving no blank spaces; • Complete the IRA-to-IRA Account Transfer Authorization form, (IRA-007), to enable Millennium Trust to initiate the transfer of funds/investments from your existing custodian to Millennium Trust; • Instruct your current custodian to liquidate the assets in your current IRA; transferring cash from your current IRA to your new Millennium Trust self directed IRA will save significant time in the transfer process; • Check with your current custodian to determine if a ‘Medallion Signature Gu
Related Questions
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