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.
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.
Two Adams Place Suite 110, 859 Willard St. Quincy, MA 02169
331 Waterman St., Suite 225W Providence, RI 02906
While our offices are located in Quincy, MA and Providence, RI, we provide special needs trust services to individuals located in or near Greater Boston, North Shore MA, South Shore MA, Central MA, Western MA, Cape Cod, Providence RI, Warwick RI, Newport RI, Cranston RI, and all other parts of Massachusetts and Rhode Island.