Forms

Pooled Special Needs Trusts Forms

Suggestions for Use of Trust Funds

General Instructions

Master Pooled Trust

Declaration of Trust

Grantor and Beneficiary Information Form

General Authorization Release – Beneficiary

General Authorization Release – Representative

New Client Intake Information Form

Pooled SNT Joinder Agreement

Trustee Fee Structure

First-Party Special Needs Trusts Forms

Suggestions for Use of Trust Funds

Authorization – Individual Release

Monthly Cash Needs Questionnaire

New Client Registration Form

Fee Schedule – First Party Special Needs Trusts

Third-Party Supplemental Needs Trusts Forms

Suggestions for Use of Trust Funds

Authorization – Individual Release

Monthly Cash Needs Questionnaire

New Client Registration Form

Fee Schedule – 3rd Party Trusts

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Be Informed

Know what you are risking by not taking advantage of the protection offered by a Special Needs Trust. Vista Points can connect you to the resources to establish a Special Needs Trust, all with your specific and individual needs in mind.

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