Resources and Files

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 benefit from the trust and who will fund the trust.
      • The name of a trusted person who will work with the beneficiary day to day.
      • 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 a 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 benefit from the trust and who will fund the trust.
    • The name of a trusted person who will work with the beneficiary day to day.
    • 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 a trust in estate planning and insurance documents. It also covers check writing and the process called decanting.

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 form 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 letter can be used to direct survivor benefits to a person with a special-needs trust.

Info and forms for family-funded and self-funded trusts

Gathering Information

  • List of Documents Needed to Set Up a Trust | Download
    This PDF is a list of all the documents needed to set up a trust. You'll need identification cards, social security numbers, health insurance details, contact information and more.
  • Trust To-do Checklist and Disclosure Statement | Download
    This is a PDF master list of everything you need to do to set up a special needs trust. It includes a list of important things you need to know before setting up a trust.
  • 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.
  • Key Private Bank Investment Options | Download
    This PDF 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.

Fees, Forms and Payments

  • Payment Options Form | Download
    There are four ways to pay the trust enrollment fee. This PDF outlines the choices.  Submit this form after you choose.
  • Accounts Statement Information Form | Download
    This PDF 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.
  • Special Needs Trust Fees | Download
    A list of fees for enrollment in a trust, quarterly management, maintenance for unfunded accounts and other fees.

Working With a Special Needs Trust

  • Booklet: Disbursing From Your Trust | Download
    This 43-page PDF is a comprehensive guide to using trust money. It covers the disbursement request process and reasons why a request might be 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.
  • Reporting Tips for Social Security and Medicaid | Download
    This form explain to the steps to report a SNT to Social Security and Medicaid.
  • 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 Writing the Trust Plan?

Contact our Advocate if you need help writing the Trust Plan, by email or at (703) 208-1119 ext. 120.

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.

To ask questions or get help, contact our trust director, Tia Marsili.

Get In Touch. We Can Help.

Photo of Tia Marsili

Tia Marsili
Director of Trusts

TMarsili@thearcofnova.org

703-208-1119, Ext 115

Tia oversees the Trust department and will be your first point of contact for new trusts.

She works with families, individuals, agencies, and attorneys throughout Virginia, Maryland, and Washington, DC. She specializes in educating the community, various organizations, and agencies about comprehensive Futures Planning and Special Needs Trust (SNT) services.

Tia is a professional with over 23 years of experience in the world of disabilities. She's the mother of two daughters with disabilities. She works one-to-one with families and individuals to plan futures and establish SNTs.

Born in the USA and educated in Denmark, China, and Germany, Tia is a graduate of The University of Copenhagen with a degree in Sinology. She is multi-lingual, well-traveled, and has a passion for creating systems that provide equality.

Photo of Tia Marsili

Evelyn Gu
Assistant Director

EGu@thearcofnova.org

703-208-1119,  Ext 103

Evelyn maintains the systems and documents supporting the SNT program. She offers Trust clients daily on-site and over-the-phone support by providing personal contact with families and individuals, troubleshooting Trust account issues, and processing Trust checks and documentation.

With a background in psychology and business operations from the University of Virginia, Evelyn has worked to support efficient, high-quality service delivery for various clients.

She enjoys helping individuals and families receive the necessary information and tools they need to plan for the best possible future outcomes.

Photo of Trinitas Nsabimana with a white background

Trinitas Nsabimana
Account Manager

TNsabimana@thearcofnova.org

703-208-1119, Ext 119

Trini is your point of contact for special needs trust spending requests.

She provides on-site and phone support to clients every day. She works closely with our clients to ensure they have timely and effective access to funds. That helps clients pay for the services they need, such as medical, dental, and vision care, vacations, clothing, furniture, and utility bills.

Trini holds a Master's Degree in Business Administration from the University of District of Columbia and has extensive experience working with a variety of clients in different sectors.

Caroline Girgenti
Advocate

CGirgenti@thearcofnova.org

703-208-1119, Ext 120

When caring for someone with a disability, you sometimes need extra help. Our professional personal advocate, Caroline Girgenti, can help in dozens of ways.

We charge an hourly rate for advocate services. Our personal advocate program is for anyone who needs the extra help in navigating disability services.

Caroline meets and works with beneficiaries and families. She helps sort through issues and goals to see what services are needed. Services range from big tasks, like finding a job, to smaller ones, like filling out forms and applications.

Caroline is an experienced Program Manager who has worked in the mental health and intellectual disabilities fields. She's skilled in nonprofit, program, and project management; as well as leadership, policy analysis, and program development. Caroline earned her undergraduate degree from James Madison University, and holds an Masters degree from George Mason University.