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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 4.10.19

OR

To assist in the completion of multiple forms, ACT has created the the New Trust information Form and Joinder Agreement. The New Trust Information Form will self-populate many (but not all) the fields in the Joinder Agreement. Please make sure you review the Joinder Agreement and be certain the information is accurate and complete.

New Trust Information and Joinder Form

*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 Form 4.10.19

OR

To assist in the completion of multiple forms, ACT has created the the New Trust information Form and Joinder Agreement. The New Trust Information Form will self-populate many (but not all) the fields in the Joinder Agreement. Please make sure you review the Joinder Agreement and be certain the information is accurate and complete.

New Trust Information and Joinder Form

*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.

SPECIAL NEEDS TRUSTS FEE SCHEDULE 2018 – 19.

Ed Trust Fee Schedule (Rev August 2017).

Fee Agreement 4.8.19

*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 Board of Directors of the ARC Community Trust of Pennsylvania (“ACT Board”) has adopted this Investment Policy Statement (the “IPS”) in recognition of its responsibility to supervise the investment of assets held in the various trusts for which the ARC Community Trust of Pennsylvania (“ACT”) serves as trustee and to provide direction to the independent professional investment managers (the “Investment Managers”) engaged from time to time to assist ACT in this regard. Any amendment or modification of this IPS must be in writing and be adopted by the ACT Board upon recommendation of the ACT Board’s Investment Committee.

This Policy is intended to be a public document available to the beneficiaries of the trusts administered by ACT and any interested party. With respect to a particular trust, ACT or its Investment Managers may act contrary to the directives or limitations contained in this IPS, where that trust contains instructions within the Trust requiring the Trustee to act in a manner that is inconsistent with this IPS. For example, if a particular Trust document requires the Trustee to invest trust assets in a manner that provides for less diversity of investment than would be required by the terms of the IPS, ACT may comply with the terms of the Trust without being deemed to be in violation of this IPS. Any deviation with respect to a particular trust will be noted by separate memorandum setting forth the language in the trust concerning the investment and will be transmitted to the Investment Managers and the trust beneficiary or his or her representative.

If you have any questions regarding the investment policy please feel free to contact tour Trust Administrator or our office. 610-265-4788

Investment Policy Statement

Pooled Trust Investment Management

The Wealth and Trust Management Division of Univest Bank and Trust Co., is a vital, growing financial institution with deep ties to its local communities. Throughout our rich history spanning more than 139 years, Univest has become a financial keystone among local communities of Southeastern Pennsylvania – serving Philadelphia, Bucks, Montgomery, Chester and Lehigh Counties. Univest Trust and Univest Foundation, combine to provide services to over 80 not-for-profit organizations. Univest’s core values: Tradition, Integrity, Excellence, Community and Spirituality, have allowed Univest to maintain its excellent reputation for both financial solutions and customer service throughout our area.

Special Needs Trust Investment Management

Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services. Redwood Wealth Management Group serve as our clients’ advocates by striving to deliver independent, objective, and comprehensive financial advice. Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources. Redwood Wealth Management Group has affiliated with Charles Schwab Advisory Services to “custody” client accounts, including individual and joint accounts, IRAs, trust accounts, etc.

Our qualified, experienced team is committed to helping you achieve your financial goals.

redwoodwmg.com