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 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.
This document details PLAN’s enrollment, annual, and other fees for Third-Party Trusts.
Federal law requires that the funds in a Special Needs Pooled Trust be used for the sole benefit of the trust participant. This document describes allowable and prohibited expenditures and the process for accessing funds from a trust.
Participants use this form to request that PLAN disburse funds from his / her trust account for payment to a vendor or other third party.
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.
First-Party (MARC) Trusts
Prospective enrollees in the first-party trust must complete this application.
This document details PLAN’s enrollment, annual, and other fees for First-Party Trusts.
This notice relates to the application of transfer of assets penalty provisions. Applicants age 65+ and their attorneys should review this notice.