Document Library

Document Library

Contact Information Change
Use this form, if your mailing address, phone number or email address has changed.

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Frequently Requested Disbursements – ADULTS
A guide showcasing frequently requested disbursements for adult beneficiaries.

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Frequently Requested Disbursements – MINORS
A guide showcasing frequently requested disbursements for minor beneficiaries.

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Disbursements Typically Not Permitted – ADULTS
A list of living expenses, typically not permitted for disbursement for adult beneficiaries.

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Disbursements Typically Not Permitted – MINORS
A list of living expenses typically not permitted for disbursement from a special needs trust for minor beneficiaries.

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Helpful Hints
If you’re ready to disburse funds from your Trust, you’ll find these hints helpful.

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Mileage Reimbursement
Use this form, if you’d like to be reimbursed for your mileage.

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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.

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Policies and Procedures – Special Needs Trust
A guide showcasing how we manage disbursements for a Special Needs Trust.

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Request to Order Items
Use this form, to request items to be purchased from a Trust.

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Request to Pay a Bill
Use this form, to request a bill be paid from a Trust.

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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.

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Travel Request
Use this form, to request travel expenses be paid from a Trust. Must be submitted 30 Days prior to travel date.

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Vehicle Purchase Application
Use this form to request a Vehicle Purchase be paid from a Trust.

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