Documents

Setting Up a New Special Needs Trust

Family-Funded Trusts

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.
  • How to Refer to a Special Needs Trust in Estate and Legal Documents | Download
    This one-page PDF explains how to refer to Family-Funded trust in estate planning and insurance documents. It also covers check writing and the process called decanting.

Self-Funded Trusts

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.

Self-Funded Trusts from Military Benefits

These forms apply only to people setting up a trust using military survivor benefits.

  • Military Survivor Benefits Plan--Special Needs Trust Policy | Download
    This PDF from the Defense Finance and Accounting Service explains how survivor benefits can be directed to a special-needs trust.
  • Military Survivor Benefits Plan--Attorney Certification | Download
    This sample certification letter should be filled out by an attorney who has prepared a special needs trust with The Arc of Northern Virginia.
  • Military Survivor Benefits Plan--Parent Template Letter | Download
    This sample letter can be used to direct survivor benefits to a person with a special-needs trust.

Additional Forms for Special Needs Trusts

  • 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.
  • Trust Checklist and Disclosure Statement | Download
    This is a master list of all the documents you need to do to complete to set up a trust. It includes a list of important disclosures you need to know about your trust.
  • Payment Options Form | Download
    There are four ways to pay the trust enrollment fee. This form identifies your preferred choice of payment.
  • Accounts Statement Information Form | Download
    This form lets you say how often to send trust account statements. It allows you say whom to send them to.
  • W-9 Form | Download
    This form is used to provide information needed to properly report taxable income to IRS.
  • 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.
  • Comprehensive Trust Plan | Download Part A and Part B
    This PDF is made up of two parts that help guide trust decisions. Part A is for listing information about the beneficiary's family, disability, background, medical needs and other key facts. It includes guidance for planning the beneficiary's future. Part B is for listing benefits programs, employment income and health insurance information. It includes a list of expenses a trust can pay for and a spending plan.
  • Special Needs Trust Fees | Download
    A list of fees for enrollment in a trust, quarterly management, maintenance for unfunded accounts and other fees.
  • Reporting Tips for Social Security and Medicaid | Download
    This form explain to the steps to report a SNT to Social Security and Medicaid.

Using a Special Needs Trust

  • 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.
  • Monthly Budget Plan | Download
    Use this PDF to make a monthly budget and plan for future expenses.
  • True Link Reloadable Card
    A True Link card works like a credit card but with special limits. This True Link card agreement gives information and examples of how the card can be used.  This 21-page True Link compliance guide explains how to use the card in more detail.
  • How to Buy a Car with Trust Money | Download
    This is a step-by-step guide to buying a vehicle using trust money. It covers special rules for approval and the ongoing need for inspections and insurance.
  • Depositing Funds Into Your Trust
    • Check Guidelines | Download This PDF explains how to write a check to be deposited into a special needs trust account.
    • Direct Deposit Form | Download Fill out this one-page form to add money electronically to a special needs trust.

Need Help Taking Money Out of Your Trust?

Contact our Account Manager if you have a question about disbursements, by email or at (703) 208-1119 ext. 119.

Got Questions?

Frequently Asked Questions Booklet (22 pages, PDF) | Download

Read questions and answers on our Frequently Asked Questions page.

Trust Basics (2 pages, PDF) | Download

Learn more on our How to Use Your Special Needs Trust page.

Watch Arc videos that cover related topics in detail.