Enrollment Documents:
Please visit here for other items that must be included with enrollment.
First-Party (required)
• First-Party Declaration of Trust: Please read before signing a First-Party Joinder Agreement.
• First-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.
Third-Party (required)
• Third-Party Declaration of Trust: Please read before signing a Third-Party Joinder Agreement.
• Third-Party Joinder Agreement: 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.
Disbursement Documents:
• Permissible Disbursements Examples of what the Trust can pay for based on benefits received.
• Disbursement Request Form: Please submit this form along with corresponding receipts when requesting a disbursement.
Other:
• Schwab Letter of Release Form: If a funding or deposit check is in the beneficiary’s name and will be signed over to the beneficiary’s sub-account, please complete and submit this form along with the check. Instructions on how to complete the form are here.
• COVID-19 Informational Resources: Our Management Agent, Community Housing Network compiled this list of resources for those we serve. Please check back regularly as the list is updated numerous times throughout the day.