Document Library

Document Library

AuthorizationForm
Authorization Interested Person…

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ContactInfoChange
Authorization Interested Person…

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Disbursements Frequently Requested ADULT
Secured Futures frequently receives disbursement requests for the following items…

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Disbursements Frequently Requested MINOR
Frequently Requested Disbursements from a Minor beneficiary’s Special Needs Trust…

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Disbursements Typically Not Permitted ADULT
Disbursements Typically Not Permitted ADULT…

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Disbursements Typically Not Permitted Minor
Disbursement Typically Not Permitted from a Minor Beneficiary’s Special Needs Trust…

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HelpfulHints
Helpful Hints for Sending Request and Other Documents to Secured Futures…

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Mileage Reimbursement
Mileage Reimbursement…

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MonthlyRecurringPayment
Monthly Recurring Payment Must be Submitted 30 Days in Advance of Due Date…

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Policies And Procedures
Policies And Procedures…

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Request to Order Items
Request to Order Items…

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Request to PayABill
Request to Pay a Bill…

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Social-Security-Award-Letter
Social Security Award Letter…

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TravelRequest
Travel Request Must be Submitted 30 Days Prior to Travel Date…

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Vehicle Purchase Application
Purchasing reliable transportation is an excellent use of your trust. Following a few easy steps will allow for a seamless vehicle purchase process…

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