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.
- The Florida Public Guardianship Pooled Special Needs Trust
- Pooled Trusts d(4)(c)
- Third Party Trusts
- AGED Discounted Nursing Home and Assisted Living Facility
- AGED Group Home
- Guardianship Benevolent Fund
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.
AGED d(4)(C) Pooled Trust Documents
Documentation Needed to Establish a Trust with AGED
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
Disclaimer Regarding Transfers to Pooled Trust for SSI Recipient Age 65 or Older
Disclaimer Regarding Legal Advice
AGED Third Party Trust Documents
Documentation Needed to Establish a Trust with AGED
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
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.
- Documentation Needed to Establish a Trust with AGED
- Discounted Fee Agreement for Nursing Home and ALF Medicaid (Fillable )
- AGED Discounted ALF and Nursing Home Joinder Agreement
- DCF Community Partner Release 2023
- Online Access Form
- Sample Petition and Order Authorizing Guardians to Establish a Pooled Trust
- Authorization to Disclose Information to a Third Party Individual or Firm (Fillable)
- AGED Master Trust
- Note: Does not need to be returned to AGED
- AGED Welcome Letter
- Note: Does not need to be returned to AGED
- Funding Instructions
- Disbursement Request Form (Fillable)
AGED Group Home Documents
- Documentation Needed to Establish a Trust with AGED
- AGED d(4)(C) Joinder Agreement (Fillable)
- AGED Group Home Fee Agreement (Fillable)
- DCF Community Partner Release 2023
- Online Access Form
- Sample Petition and Order Authorizing Guardians to Establish a Pooled Trust
- Authorization to Disclose Information to a Third Party Individual or Firm (Fillable)
- AGED Master Trust
- Note: Does not need to be returned to AGED
- AGED Welcome Letter
- Note: Does not need to be returned to AGED
- Funding Instructions
- Create and send to Taylor
- Disbursement Request Form (Fillable)
Do you need additional information not located on this page? Feel free to contact us anytime with any questions you may have.