Document Library

Find the documents and information you need to manage your account quickly and easily.

Change of Contact Information

Use this form to update your contact information.

Frequently Requested Disbursements – ADULTS

A guide showcasing frequently requested disbursements for adult beneficiaries

Frequently Requested Disbursements – MINORS

A guide showcasing frequently requested disbursements for adult beneficiaries.

Helpful Hints

If you’re ready to disburse funds from your Trust, you’ll find these hints helpful.

Mileage Reimbursement

Use this form, if you’d like to be reimbursed for your mileage.

Pay a Bill Request

Use this form, to request a bill be paid from a Trust.

 

Policies and Procedures

 

A guide showcasing how we manage disbursements for a Special Needs Trust.

Recurring Payment

Consider using this form to setup monthly recurring payments. Must be submitted 30 Days before its due date.

Social Security Award Letter

Instructions for sending us a copy of the Benefit Verification Letter, Social Security Award Letter, you received from the Social Security Administration.

True Link Portal User Guide

Use this guide to learn how to use the True Link portal.

Travel Request Form

Use this form, to request travel expenses be paid from a Trust. Must be submitted 30 Days prior to travel date.

Vehicle Purchase Application | Solicitud de Compra de Vehículos

Use this form to request a Vehicle Purchase be paid from a Trust.

How to Read Your Statement

Use this form to learn how to read your statement.