Application for First Party Trust
Prospective enrollees in the first-party trust must complete this application.
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.
Fee Schedule for First Party Trust
This document details PLAN’s enrollment, annual, and other fees for First-Party Trusts.
Fee Schedule for Third Party Trust
This document details PLAN’s enrollment, annual, and other fees for Third-Party Trusts.
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.