A beneficiary joins the Springhill Pooled Accounts Trust by signing the Joinder Agreement. The Joinder Agreement creates a sub-account for the individual within the larger, pooled trust. By executing the Joinder Agreement, you are agreeing to the terms of the Trust, which are outlined in the First-Party Declaration of Trust and Third-Party Declaration of Trust. Below are links to the First-Party and Third-Party Declaration of Trust and enrollment forms required to open a sub-account:
First-Party (required)
• First-Party Declaration of Trust: Review prior to signing Joinder Agreement.
• First-Party Joinder Agreement: Must be signed, original, and notarized.
• Notice of Fees: Must be signed, original.
• Beneficiary Information Form: To be submitted along with a joinder agreement or when benefits and contact information change.
• Pre-Paid Funeral Disclosure and Waiver
• Home and Vehicle Purchase Pre-approval Disclosure
Third-Party (required)
• Third-Party Declaration of Trust: Review prior to signing Joinder Agreement.
• Third-Party Joinder Agreement: Must be signed, original, and notarized.
• Notice of Fees: Must be signed, original.
• Beneficiary Information Form: To be submitted along with a joinder agreement or when benefits and contact information change.
• Pre-Paid Funeral Disclosure and Waiver
• Home and Vehicle Purchase Pre-approval Disclosure
• Third-Party Beneficiary Asset Liquidation Disclosure
