AGED Third Party Master Trust
- Documentation Needed for Establishing an Individual Trust with AGED
- AGED Third Party Fee Agreement (Fillable)
- AGED Third Party Joinder Agreement (Fillable)
- Authorization to Disclose Trust Info_Fillable
- Authorization for Direct Transfer Via ACH_Fillable
- Online Access Form
- AGED Signed Third Party Master Trust Agreement
- 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)