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- or third-party trust applications is to use the our online applications:
If you would prefer to fill out the forms manually (via Adobe Acrobat) or download a printable 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].
Application for Third Party Trust FILLABLE DOCUMENT
Download document ▸
Application for Third Party Trust
Download document ▸
Application for First Party Trust
Prospective enrollees in the first-party trust must complete this application.
Application for First Party Trust FILLABLE DOCUMENT
Download document ▸
Frequently Asked Questions
Download document ▸
First-Party (MARC) Information Guide
This is a comprehensive guide to PLAN’s first- party trust, addressing enrollment, disbursements and fees.
Third-Party Information Guide
This guide provides essential information about PLAN’s third-party trust.
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.
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.
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.
Haga clic aquí para información sobre el Formulario W-9 en Español.
