Eligibility & Enrollment

We've created clear eligibility requirements and an easy-to-use enrollment process for our clients.

Generally any person under age 65 with a disability is eligible to join the Springhill Pooled Accounts Trust. Most often beneficiaries have already been determined to be disabled by the Social Security Administration. Individuals not receiving public benefits may complete the Disability Certification for Account Eligibility form to qualify. For individuals over 65, we will provide resources to determine pooled trust eligibility.

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.

• Disability Certification for Account Eligibility Form: To be submitted if a beneficiary is NOT currently receiving public benefits.

• Pre-Paid Funeral Disclosure and Waiver

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.

• Disability Certification for Account Eligibility Form: To be submitted is a beneficiary is NOT currently receiving public benefits.

• Pre-Paid Funeral Disclosure and Waiver