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