Document Library
Contact Information Change
Use this form, if your mailing address, phone number or email address has changed.
Frequently Requested Disbursements – ADULTS
A guide showcasing frequently requested disbursements for adult beneficiaries.
Frequently Requested Disbursements – MINORS
A guide showcasing frequently requested disbursements for minor beneficiaries.
Disbursements Typically Not Permitted – ADULTS
A list of living expenses, typically not permitted for disbursement for adult beneficiaries.
Disbursements Typically Not Permitted – MINORS
A list of living expenses typically not permitted for disbursement from a special needs trust for minor beneficiaries.
Helpful Hints
If you’re ready to disburse funds from your Trust, you’ll find these hints helpful.
Mileage Reimbursement
Use this form, if you’d like to be reimbursed for your mileage.
Monthly Recurring Payment
If you have an expense you’d like to pay from your Trust on a monthly basis, please consider using this form to setup monthly recurring payments. Must be submitted 30 Days before its due date.
Policies and Procedures – Special Needs Trust
A guide showcasing how we manage disbursements for a Special Needs Trust.
View Policies and Procedures >
Request to Order Items
Use this form, to request items to be purchased from a Trust.
Request to Pay a Bill
Use this form, to request a bill be paid from a Trust.
Social Security Award Letter
Instructions for sending us a copy of the Benefit Verification Letter, Social Security Award Letter, you received from the Social Security Administration.
Travel Request
Use this form, to request travel expenses be paid from a Trust. Must be submitted 30 Days prior to travel date.
Vehicle Purchase Application
Use this form to request a Vehicle Purchase be paid from a Trust.