Trust Establishment
Please prepare a check with the appropriate amount payable to “Foundation of The Arc of Northern Virginia”. Mail check to: 2755 Hartland Road, Suite 200, Falls Church, VA 22043. Attention "Assistant Dir of Trust" on the envelope.
Please complete the ACH Payment Authorization Form and return it via email to: reanna.weatherford@thearcofnova.org
If you are establishing a trust, here’s what you’ll need to share with us prior to your appointment:
- Copies of Photo IDs for trust beneficiary and grantors.
- Copies of beneficiary's insurance cards: medical, vision, dental.
- Copy of a recent letter from Social Security Administration or a physician's statement signed and dated by diagnosing doctor.
- Contact information for other people who will be involved in various ways with the trust.
For a complete list of what we need, please download Documents For Trust Establishment.
We will be following up to make sure you are all set for your meeting OR you can send an email to AShelby@thearcofnova.org for a secure email portal to send us the required documents.