Trust Services

Trust Documents

• Frequently Asked Questions (pdf)
• List of "Examples of Supplementary Needs" (pdf)
• The Arc of Northern Virginia Brochure (pdf)

Current Trust Participants

• Disbursement Request Form (doc)
• Allowable Supplemental Needs (doc)
• Wording to Name Trust in Estate planning process (doc)

To Learn About Special Needs Trusts

• Presentation (ppt)
• Frequently Asked Questions (doc)
• Allowable Supplemental Needs (doc)

Family (Un)Funded Trust - Forms Needed to Enroll

• Family Funded Joinder Agreement (doc)
• Disclosure Statement and Checklist (doc)
• Ridgeworth Funds Disclosure (doc)
• Account Statement
• W-9 form (pdf)
• Payment Options for Personal Support Trust (doc)
• Personal Support Trust Plan (doc)

Self-Funded Trust - Forms Needed to Enroll

• Self Funded Joinder Agreement (doc)
• Disclosure Statement and Checklist (doc)
• Ridgeworth Funds Disclosure (doc)
• Account Statement (doc)
• W-9 form (pdf)
• Payment Options for Personal Support Trust (doc)
• Personal Support Trust Plan (doc)

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