Trust Establishment
2
CHECK
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.
3
ACH
Please complete the ACH Payment Authorization Form and return it via email to: egu@thearcofnova.org
If you are establishing a trust, here’s what you’ll need to share with us:
- 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.
We will be following up to make sure you are all set for your meeting.