Trust Documents

Trust Documents2018-12-21T10:42:03+00:00
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Download the forms, information sheets and documents that you need. If there is a specific form that is not available here, please contact us and we will send it out to you as soon as possible. Simply get in touch and we’ll get back to you as soon as we can. We look forward to hearing from you!

Trust Documents

ACT utilizes a master trust agreement in conjunction with a Joinder Agreement which is an instrument of adoption for each beneficiary.  The master trust agreement contains the basic terms creating the trust and describing how it is operated.  Specific provisions for each beneficiary are set forth in the Joinder Agreement.

Complete the form below and submit prior or with the Joinder Agreement and Fee Acknowledgement Agreement.

New Trust Information Form 12-20-2018

*This document is offered as a fillable PDF.  If you wish to fill out the form using a computer, you must first save the form to your computer (e.g. Desktop) and then open it in Adobe Reader  (If needed, download Adobe Reader here)  All fields can then be completed on your computer and the document can be saved.

Below is The ACT Master Trust Agreement. Please review, print or download the Agreement for your records.

ACT Master Trust Document

*This document is offered as a fillable PDF.  If you wish to fill out the form using a computer, you must first save the form to your computer (e.g. Desktop) and then open it in Adobe Reader  (If needed, download Adobe Reader here)  All fields can then be completed on your computer and the document can be saved.

The ACT Joinder Agreement is a legal document that creates an irrevocable trust account. In addition ACT requires that you review Fee Schedule, sign the Fee Agreement and submit them together.

Joinder Agreement ver Sept 2014 Form 1

*This document is offered as a fillable PDF.  If you wish to fill out the form using a computer, you must first save the form to your computer (e.g. Desktop) and then open it in Adobe Reader  (If needed, download Adobe Reader here)  All fields can then be completed on your computer and the document can be saved.

Below are both the Fee Schedule and Agreement. The Agreement must be signed and returned with the Joinder Agreement.

SNT Fee Schedule (Rev August 2017)

Fee Agreement June 2018

*This document is offered as a fillable PDF.  If you wish to fill out the form using a computer, you must first save the form to your computer (e.g. Desktop) and then open it in Adobe Reader  (If needed, download Adobe Reader here)  All fields can then be completed on your computer and the document can be saved.

ABOUT US

In 2001 ACT was incorporated as a non-profit charitable organization in Pennsylvania for the purpose of administering a pooled special needs trust for the benefit of individuals with disabilities.  Over the years ACT also became Trustee for other special needs trusts, including Third Party Special Needs Trusts, which are funded with the assets of someone other than the Trust Beneficiary; Non-Pooled Special Needs Trusts, which are funded with assets belonging to the Trust beneficiary; and, educational special needs trusts.