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
- Guardian 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 for Establishing a Pooled Trust
- AGED Welcome Letter
- AGED d(4)(C) Pooled Master Trust Agreement
- Special Needs Trust Fee Agreement_Fillable
- Pooled SNT Joinder Agreement_Fillable
- Instructions for Completing Pooled SNT Joinder Agreement
- Disbursement Request Form_Fillable
- Authorization to Disclose Trust Info_Fillable
- Sample Petition and Order Authorizing Guardians to Establish a Pooled Trust
- Authorization for Direct Transfer Via ACH_Fillable
- Online Access Form_Fillable
- Disclaimer 65+ Transfer to Pooled Trust
- Disclaimer Regarding Legal Advice
- DCF Community Partner Release
AGED Third Party Trust Documents
- Documentation Needed for Establishing a Pooled Trust
- 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 Trust Info_Fillable
- Authorization for Direct Transfer Via ACH_Fillable
- Online Access Form_Fillable
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 for Establishing a Pooled Trust
- Discounted Fee Agreement for Nursing Home Medicaid_Fillable
- AGED Discounted ALF and Nursing Home Joinder Agreement_Fillable
- DCF Community Partner Release
- Online Access Form_Fillable
- Sample Petition and Order Authorizing Guardians to Establish a Pooled Trust
- Authorization to Disclose Trust Info_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 for Establishing a Pooled Trust
- Pooled SNT Joinder Agreement_Fillable
- Group Home Fee Agreement_Fillable
- DCF Community Partner Release
- Online Access Form_Fillable
- Sample Petition and Order Authorizing Guardians to Establish a Pooled Trust
- Authorization to Disclose Trust Info_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
Do you need additional information not located on this page? Feel free to contact us anytime with any questions you may have.