PLAN of MARI Frequently Asked Questions

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 (888) 890-7526 or set up a free consultation to discuss your situation.


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Frequently Asked Questions
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Guiding Questions
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Joinder Agreement (MA) for Third Party Trust FILLABLE DOCUMENT
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Joinder Agreement (RI) for Third Party Trust FILLABLE DOCUMENT
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Application for First Party Trust FILLABLE DOCUMENT
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PLAN
Joinder Agreement (MA) for Third Party Trust

Prospective enrollees in the third-party trust must complete this document; it serves as both an application and, when fully executed, joins a person to the third-party trust.   

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Joinder Agreement (RI) for Third Party Trust

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

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PLAN
First-Party (MARC) Information Guide

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

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Third-Party Information Guide

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

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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.  

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PLAN
Application for First Party Trust

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

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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.

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Fee Schedule for First Party Trust

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

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PLAN
Fee Schedule for Third Party Trust

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

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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.

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