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Forms


Below is a list of AGED’s most common trust forms. While we prefer that you come in the office to discuss your trust needs, some people like to prepare their own documents, or fully review the forms before their meeting.

Click the link to below to jump to the particular forms you are interested in.

These documents are available in PDF format, making it easy to download and print. If you do not have a PDF reader on your computer, you may download one here: Free Adobe Reader

The Florida Public Guardianship Pooled Special Needs Trust

AGED has been named the Administrative Trustee for the Florida Public Guardianship Pooled Special Needs Trust. Click here to access the documents for this trust.

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AGED d(4)(C) Pooled Trust Documents

Documentation Needed to Establish a Trust with AGED

AGED Welcome Letter

AGED d(4)(C) Pooled Master Trust Agreement

AGED d(4)(C) Pooled Fee Agreement (Fillable)

AGED d(4)(C) Joinder Agreement (Fillable)

Instructions for Completing Pooled SNT Joinder Agreement

Disbursement Request Form (Fillable)

Authorization to Disclose Information to a Third Party Individual or Firm (Fillable)

Sample Petition and Order Authorizing Guardians to Establish a Pooled Trust

Authorization for Direct Transfer VIA ACH

Online Access Form

Disclaimer Regarding Transfers to Pooled Trust for SSI Recipient Age 65 or Older

Disclaimer Regarding Legal Advice

DCF Community Partner Release

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AGED Third Party Trust Documents

Documentation Needed to Establish a Trust with AGED

AGED Welcome Letter

AGED Signed Third Party Master Trust Agreement

AGED Third Party Fee Agreement (Fillable)

AGED Third Party Joinder Agreement (Fillable)

Disbursement Request Form (Fillable)

Authorization to Disclose Information to a Third Party Individual or Firm (Fillable)

Authorization for Direct Transfer VIA ACH

Online Access Form

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AGED Discounted Nursing Home and Assisted Living Facility

Important Note: AGED’s Discounted Fee Agreement is for individuals applying for/ on ICP or HCBS Medicaid and residing in a Nursing Home or Assisted Living Facility. Assets must be less than $5,000. If assets are above $5,000 please use AGED’s d(4)(C) Pooled Trust Documents.

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AGED Group Home Documents

 

Do you need additional information not located on this page? Feel free to contact us anytime with any questions you may have.

Contact AGED

Phone: (407) 682-4111

Fax: (407) 682-5511

Access Your Account

To locate the main AGED trust documents select from the desired forms below


FL Public Guardianship Trust

AGED is the Administrative Trustee for the Florida Public Guardianship Pooled Special Needs Trust.

Click here for forms and additional information about this trust


Community & Hospital Guardianship Program

CHG Program

AGED's Community & Hospital Guardianship (CHG) program gets patients "unstuck" from a hospital or facility.

Learn more about CHG by visiting www.CHGProgram.org.


Florida Adaptive Sports

A program of AGED, Florida Adaptive Sports is a social sports club that helps keep disabled Floridians of all ages healthy for life by providing an outlet for friendship and activity.

Learn more about Florida Adaptive Sports by visiting www.FLAdaptiveSports.org


Guardian Peer Support & Mentor Group

The Guardian Peer Support & Mentor Group is a place for Florida’s Professional and Public Guardians, their staff, and retired Guardians to come together to share resources, discuss challenges, and uncover creative solutions to difficult issues in an effort to support one another in a challenging and unique profession.

Visit our website https://floridaguardian.com/ or join the Facebook group

Want to work at AGED, Inc? Check out our employment opportunities.