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When you’re ready to request funds from your Trust, these tips will make the process a breeze.

At The Good Shepherd Fund, we believe in transparency and accountability in everything we do. As a non-profit dedicated to caring for your loved ones, we are committed to providing our clients, donors, and beneficiaries with clear and accessible information about our Fee Schedule, effective January 1, 2024.

This guide explains how we manage disbursements for a Special Needs Trust, making the process clear and easy to understand.

Please use this form if you’ve recently updated your mailing address, phone number, or email address. We’re here to keep your information current and stay connected with you!

Need to pay a bill from your Trust? Simply fill out and submit this form, and we’ll take care of the rest.

If you have a monthly expense you’d like to pay from your Trust, you can set up recurring payments using this form. Just submit it 30 days before the due date, and we’ll take care of the rest!

This guide highlights common disbursement requests for adult beneficiaries. Use it as a helpful resource to make the process smoother and easier.

This guide highlights common disbursement requests for minor beneficiaries with a special needs trust. Use it as a helpful resource to make the process smoother and easier.

This guide highlights common disbursement requests for minor beneficiaries. Use it as a helpful resource to make the process smoother and easier.

Want to order items from your Trust? Simply fill out and submit this form, and we’ll take care of the rest.

Planning a trip and need travel expenses paid from your Trust? Just fill out and submit this form 30 days before your travel date, and we’ll handle the rest.

Need to be reimbursed for your mileage? Simply fill out this form, and we’ll take care of the rest.

Are you interested in starting a small business? To see if your Trust funds can be used to help with your start-up, we need a bit more information from you. Please fill out and return this form, along with a signed copy of the ‘Self-Employment and Benefits Eligibility’ form.

Looking to purchase a home using your Trust? Simply fill out and submit this form, and we’ll assist you with the process.

Looking to purchase a vehicle using your Trust? Simply fill out and submit this form, and we’ll assist you with the process.

This form allows the Beneficiary or Authorized Person to give permission for Good Shepherd Fund to discuss Trust account details with an Interested Person. By completing this form, you authorize us to share important information about the Trust.

This form is used to request a transfer of funds from your Trust to an ABLE account. An ABLE account is a savings account that allows you to save for qualified disability expenses (QDEs) without affecting your eligibility for benefits like SSI and Medicaid. Please remember, submitting this form does not guarantee approval of the transfer.

This form is used to provide informed consent and acknowledge the liability terms for Grantors or Beneficiaries aged 65 and over. By filling out and submitting this form, you confirm that you understand and agree to the outlined terms related to your Trust.

This form is used to request a True Link card, which helps cover small monthly expenses for the beneficiary. See our ‘Frequently Requested Disbursements’ list for allowable expenses. Please note, submitting this form does not guarantee approval.

This guide helps you navigate and use the True Link platform, which offers 24/7 support through an automated phone system, online web portal, and text message alerts. Whether you need to check your balance, review transactions, or get updates, this guide will show you how to make the most of these tools.