Use the below trust documents and forms to ensure your enrollment and disbursement requests are processed in a timely manner.
Third-Party Beneficiary Asset Liquidation Disclosure
Home and Vehicle Purchase Pre-Approval Disclosure
Third-Party Declaration of Trust
Review prior to signing Joinder Agreement
First-Party Declaration of Trust
Review prior to signing Joinder Agreement
Pre-Paid Funeral Waiver Form
Disability Certification for Eligibility Form
Disbursement Request Form
This document can be completed, signed, and submitted (with corresponding receipts) to request a disbursement.
Permissible Disbursements
This document provides an overview of acceptable disbursements the Trust can approve based on the public benefits a particular beneficiary is receiving.
Third-Party Joinder Agreement
Must be signed, original, notarized.
Beneficiary Information Form
To be submitted along with a joinder agreement or when benefits and contact information change.