AGED d(4)(C) Pooled Trust
- AGED Welcome Letter
- Documentation Needed to Establish a Trust with AGED
- 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
- 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
- Disclaimer 65+ Transfer to Pooled Trust
- Disclaimer Regarding Legal Advice
- DCF Community Partner Release 04-25-24
- Instructions for Completing Pooled SNT Joinder Agreement
- 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)