Millennium Plan Sponsor Agreement

Automatic Rollover Services Form

Please complete all of the required fields below and click “Submit”. You have the option to create a profile for use with future submissions – saving you time and effort when completing new agreements. After you submit the form, you will receive a verification email with further instructions on e-signing the form in DocuSign.

* required field

 Add Record Keeper 


 Address Same As Above

Plan Sponsor

 Address Same As Above