Documents Library

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

Family-Funded Trust Basics | [Download]
This 2-page PDF is a handy introduction to the basics of a trust funded by family and friends.
Family-Funded Master Agreement | Download
This PDF is a copy of the agreement that makes Key Private Bank trustee for the Arc of Northern Virginia Special Needs Trusts. This is for information only.
Family-Funded Joinder Agreement | Download
This PDF is used to set up a new special-needs trust funded by family members. It covers many aspects of the trust, such as:
- - Who will establish the trust and who will benefit from the trust.
  - The name of a trusted person who will work with the beneficiary day to day to use the trust.
  - How money left in a trust will be handled after the beneficiary dies.

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

Self-Funded Trust Basics | Download
This 2-page PDF is an introduction to the basics of a trust funded by someone with a disability.
Self-Funded Master Agreement | Download
This PDF is a copy of the agreement that makes Key Private Bank trustee for the Arc of Northern Virginia Special Needs Trusts. This is for information only.
Self-Funded Joinder Agreement | Download
This PDF can be filled out to set up a new special-needs trust funded by someone with a disability for himself or herself. It covers many aspects of the trust, such as:
- Who will establish the trust and who will benefit from the trust.
- The name of a trusted person who will work with the beneficiary day to day to use the trust.
- How money left in a trust will be handled after the beneficiary dies.

Forms for establishing your sub- account

List of Documents Needed to Set Up a Trust | Download
This form is a list of all the documents needed prior to setting up a trust. You'll need identification cards, social security numbers, health insurance details, contact information and more.
Special Needs Trust Fees | Download
A list of fees for enrollment in a trust, monthly management, maintenance for unfunded accounts and other fees.
Key Private Bank Investment Options | Download
This form goes over the different ways to invest money in a trust. The choices range from low risk options that protect trust money to riskier plans that aim for growth in value.
Trust Plan | Download
The Trust Plan is designed to inform the Director of Trusts’ decisions regarding expenditures on behalf of the Beneficiary and helps guide trust decisions.
Monthly Budget Plan | Download
Use this PDF to make a monthly budget and plan for future expenses.

Forms for using your sub- account

Reporting Tips for Social Security and Medicaid | Download
This form explain to the steps to report a SNT to Social Security and Medicaid.
Disbursing From Your Trust Booklet | Download
This 43-page booklet is a comprehensive guide to using trust money. It covers the disbursement request process and reasons why a request might be approved or rejected. It includes recurring payments, purchases with credit cards, the True Link credit card, and more.
Disbursement Request Form | Download
Use this form to request money to be paid from a special needs trust. Here is a Disbursement Request Form filled out with sample information.
Recurring Disbursement Request Form | Download
Use this form to request payments from a trust that occur more than once.