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Pooled Special Needs Trusts

Steps for Enrollment

First Party Trust

The trust is funded with the Beneficiary’s own assets.

Enrollment Steps
  1. Review The Full Life Center Pooled Special Needs Trust Agreement with your attorney, advocate and family members.
  2. Complete and submit the following:
    1. Joinder Agreement. Please note the original must be signed by the Grantor in front of a notary.
    2. Enrollment Checklist
    3. Attorney Acknowledgement
    4. Signed Fee Schedule
    5. The Beneficiary Information Form
    6. The Grantor Objectives and Beneficiary Profile Form
    7. Duties & Responsibilities of Beneficiary Advocate
  3. Review Important Documents below and submit copies of all applicable documents.
  4. Funding Check: Make payable to FLC Pooled Special Needs Trust F/B/O (Name of Beneficiary).
Full Life Center Tree

Third Party Trust

The trust is funded by someone other than the Beneficiary.

Enrollment Steps
  1. Review The Full Life Center Discretionary Trust Agreement with your attorney, advocate and family members.
  2. Complete and submit the following:
    1. Joinder Agreement. Please note the original must be signed by the Grantor in front of a notary.
    2. Enrollment Checklist
    3. Attorney Acknowledgement
    4. Signed Fee Schedule
    5. The Beneficiary Information Form
    6. The Grantor Objectives and Beneficiary Profile Form
    7. Duties & Responsibilities of Beneficiary Advocate
  3. Review Important Documents below and submit copies of all applicable documents.
  4. The account does NOT have to be funded immediately; however, if it is funded by deferred contributions, please provide copies of the legal documents authorizing future transfer of assets to the trust sub-account. These can include: Last Will & Testament, Revocable Living Trust and/or Life Insurance Policies.
  5. Make checks payable to FLC Discretionary Trust F/B/O (Name of Beneficiary).

Please Note: No initial deposit is required.

Important Documents

Please submit copies of the following, if applicable:

  • Beneficiary’s State Issued Identification Card
  • Beneficiary’s Social Security Card
  • Documentation of Beneficiary’s disability from Social Security or Physician’s Statement
  • Supplemental Security Income (SSI) Benefits Verification Letter
  • Medicaid Eligibility Letter or Medicaid Card
  • Letter of Approval for Section 8 Housing
  • Copy of Recent Bank Statement Showing Benefits Received
  • Pre-paid Funeral Contract
  • Letters of Authority: Guardianship, Conservatorship, Power of Attorney
  • Other Relevant Court Documents