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 […]

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 […]

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

This document details PLAN’s enrollment, annual, and other fees for First-Party Trusts.

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 document details PLAN’s enrollment, annual, and other fees for Third-Party Trusts.

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.