Forms
Forms To Establish Trust Accounts
Account Agreements
2014 Flexible Spending Pooled Trust Account Agreement
Gift Annuity Account Agreement
Third Party Trust Account Agreement
*Account agreements require an original signature and cannot be e-signed.
Accompanying Documents
Beneficiary Profile E-Sign Download
Form W-9 E-Sign Download
Memo to Donors E-Sign Download
Duties & Responsibilities of Personal Representative E-Sign Download
Guardianship Attestation (For Representative Payees) E-Sign Download
Disability Determination Physician Statement
Forms for Distributions
2014 Flexible Spending Trust Distribution Form
E-Sign Download
Original Flexible Spending Trust Distribution Form (April 2021)
E-Sign Download
Gift Annuity Distribution Form
E-Sign Download
Third Party Pooled Flexible Spending Trust Distribution Form (May 2021)
E-Sign Download
Documents
Documents Needed to Establish a Trust Account
Appropriate Uses of the Fund (Nov 2019)
Our Trusts & Fees (effective July 2024)
Master Trust Documents
2014 Pooled Flexible Spending Trust -2019-9-16 Restatement of Master Trust
Original Pooled Flexible Spending Trust Restatement 2019
Third Party Pooled Flexible Spending Trust
Publications
- Annual Report – Fiscal Year 2024
- Annual Report – Fiscal Year 2023
- Annual Report – Fiscal Year 2022
- Annual Report – Fiscal Year 2021
- Annual Report – Fiscal Year 2020
- Annual Report – Fiscal Year 2019
- Annual Report – Fiscal Year 2018
- Personal Representatives Handbook
- Disability Foundation Brochure
- Third-party Trust Insert Card
- Disability Foundation STABLE Comparison Brochure
- Special Needs Alliance – Disablilities Handbook
