Federal regulations require that the funds in a Special Needs Pooled Trust be used for the sole benefit of the trust participant. This document describes allowable and prohibited expenditures and the process for accessing funds from a trust.

Participants use this form to request that PLAN disburse funds from his / her trust account for payment to a vendor or other third party.

A service provider must complete this form in order to receive payment from a Special Needs Pooled Trust account.  PLAN uses the information from the form to report all payments to the IRS. Haga clic aquí para información sobre el Formulario W-9 en Español.

Prospective enrollees in the first-party trust must complete this application. 

This notice relates to the application of transfer of assets penalty provisions. Applicants age 65+ and their attorneys should review this notice.

This document, completed by the family, outlines the wishes of the donor(s) as to how s/he or they want the trust funds to be used to benefit a loved one.  

This is a comprehensive guide to PLAN’s first- party trust, addressing enrollment, disbursements and fees.

This guide provides essential information about PLAN’s third-party trust.

The Joinder Agreement, when fully executed, joins a person to the third-party trust.   

Same as Joinder Agreement (MA), except that signatory pages are customized for RI.

PLAN Special Needs Pooled Trust Disbursement Guidelines on Biteable.

This document provides detailed information about how to complete a Disbursement Request Form.

If your request does not fit in the chart on the Disbursement Request Form, this page can be used for additional space. Please note: this page will not be accepted without a complete Disbursement Request Form.