The Arc of Northern Virginia

Trust Documents

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Trust Documents

Current Trust Participants

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

To Learn About Special Needs Trusts

• Presentation
• Frequently Asked Questions
• Allowable Supplemental Needs

Family (Un)Funded Trust - Forms Needed to Enroll

• Family Funded Joinder Agreement
• Disclosure Statement and Checklist
• STI Classic Funds Disclosure
• Account Statement
• W-9 form
• Payment Options for Personal Support Trust
• Personal Support Trust Plan

Self-Funded Trust - Forms Needed to Enroll

• Self Funded Joinder Agreement
• Disclosure Statement and Checklist
• STI Classic Funds Disclosure
• Account Statement
• W-9 form
• Payment Options for Personal Support Trust
• Personal Support Trust Plan