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.
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.
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.