ALL PEOPLE WITH DISABILITIES – LIFELONG OR RELATED TO ILLNESS, INJURY, OR AGE - SHOULD HAVE THE MEANS TO LIVE HEALTHY AND WELL

Information Guides


Overviews of what PLAN does, how Special Needs Pooled Trusts work, and how we operate. They are viewable online and available to print.

 

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.