How do I share my vision for the trust and other helpful information with CCT?

The Family and Beneficiary Information form provides the Grantor(s) of the Third-Party Pooled Special Needs Trust the opportunity to let CCT know about their vision for the trust and to share important information about the Beneficiary.

The Advocate for the First-Party Pooled Special Needs Trust will be asked to complete Objectives for the Trust that describes his or her vision for the trust.

This information can be updated as needed.

 

Please note: As of June 1, 2016, the Self-Funded Pooled Disability Trust was renamed to First-Party Pooled Special Needs Trust.