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 […]
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Participants use this form to request that PLAN disburse funds from his / her trust account for payment to a vendor or other third party.
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W-9 Form
Date posted: September 4, 2019
Categories:
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 […]
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Prospective enrollees in the first-party trust must complete this application.
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This document details PLAN’s enrollment, annual, and other fees for First-Party Trusts.
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This notice relates to the application of transfer of assets penalty provisions. Applicants age 65+ and their attorneys should review this notice.
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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.
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This document details PLAN’s enrollment, annual, and other fees for Third-Party Trusts.
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This is a comprehensive guide to PLAN’s first- party trust, addressing enrollment, disbursements and fees.
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This guide provides essential information about PLAN’s third-party trust.
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The Joinder Agreement, when fully executed, joins a person to the third-party trust.
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Same as Joinder Agreement (MA), except that signatory pages are customized for RI.
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