Your Safe Harbor IRA has been transferred to Millennium Trust Company, LLC.
Effective August 16, 2018, The Bancorp Bank resigned as trustee and administrator of your Safe Harbor IRA. Millennium Trust Company, LLC (“Millennium Trust”), an Illinois-chartered trust company and the largest Safe Harbor IRA provider in the country, has been appointed to serve as the new custodian and administrator of your IRA.
If you did not direct The Bancorp Bank to take an alternative action for your Safe Harbor IRA, your Safe Harbor IRA was transferred to Millennium Trust on August 16, 2018.
KEY DATES YOU NEED TO KNOW
August 16, 2018 - August 22, 2018
Safe Harbor IRAs for which no alternative action was directed were transferred to Millennium Trust. To ensure a smooth and effective transition, access to your account is not available during this brief time period, and investment directions, transfers, distributions and other requests will not be processed.
August 23, 2018
The transfer of your Safe Harbor IRA to Millennium Trust is complete. Account owner requests may be directed to Millennium Trust at 877.682.4727 (Monday – Friday, 8:00 a.m. - 4:30 p.m. CT), by e-mail at firstname.lastname@example.org, [or via its website at mtrustcompany.com/safeharborira].
For account closure requests submitted to The Bancorp Bank through August 15, 2018, contact:
The Bancorp Bank Customer Care
866.540.9364 For all other account inquiries beginning August 16, 2018, contact:
Or visit mtrustcompany.com/safeharborira