PLAN of MARI Application for Third Party Trust

Opening a Trust

Below are important documents that will guide you along your journey to establish a special needs trust with PLAN of MA & RI. If you have any questions at all, do not hesitate to call us (617) 244-5552 or set up a free consultation to discuss your situation.

Instructions – Important: 

The easiest and most efficient way to fill out our first- and third-party trust applications is to use the two links bolded and highlighted below – this will complete the first stage of the process for you and send your form on confidentially to our Enrollment team.

If you would like to fill out the forms manually via Adobe Acrobat or on hard copy, use the following steps:

1) Find the form(s) related to the trust type and situation relevant to you.

2) Download the forms by clicking on the Download links.

3) Open the forms in Adobe Reader on desktop computer or smartphone.

4) Fill out the forms using the fillable fields provided in each document.

5) Return them to PLAN by attaching them as an email to [email protected].

 

Fillable Forms:

 

First Party Trust Application

 

Third-Party Trust Application


PLAN
Application for Third Party Trust
Download document
PLAN
Application for Third Party Trust FILLABLE DOCUMENT
Download document
PLAN
Application for First Party Trust

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

Download document
PLAN
Application for First Party Trust FILLABLE DOCUMENT
Download document
PLAN
Frequently Asked Questions
Download document
PLAN
Guiding Questions
Download document
PLAN
First-Party (MARC) Information Guide

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

Download document
PLAN
Third-Party Information Guide

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

Download document
PLAN
Life Care Plan

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.  

Download document
PLAN
Notice to Applicants Age 65+

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

Download document
PLAN
Fee Schedule for First Party Trust

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

Download document
PLAN
Fee Schedule for Third Party Trust

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

Download document
PLAN
W-9 Form

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. For a Spanish version click here.

Download document