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.
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.
Same as Joinder Agreement (MA), except that signatory pages are customized for RI.
This is a comprehensive guide to PLAN’s first- party trust, addressing enrollment, disbursements and fees.
This guide provides essential information about PLAN’s third-party trust.
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.
Prospective enrollees in the first-party trust must complete this application.
This notice relates to the application of transfer of assets penalty provisions. Applicants age 65+ and their attorneys should review this notice.
This document details PLAN’s enrollment, annual, and other fees for First-Party Trusts.
This document details PLAN’s enrollment, annual, and other fees for Third-Party Trusts.
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.