Documents Library

Family -Funded Trust Documents

These are trusts set up with money from family members for someone with a disability.

  • Family-Funded Trust Basics | [Download
  • Family-Funded Master Agreement | Download
  • Family-Funded Joinder Agreement | Download

Self-Funded Trust Documents

These are trusts set up with money from a person with a disability to help himself or herself.

Additional Forms for Special Needs Trusts

Establishment Forms (All Trusts)

Disbursement and Reporting Forms (All Trusts)

  • Disbursing From Your Trust Booklet | Download
  • Disbursement Request Form | Download
  • Recurring Disbursement Request Form | Download
  • Sample Completed Disbursement Request Form | Download
  • Reporting Tips for Social Security and Medicaid | Download

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