Joinder Agreement

The Joinder Agreement is the legal contract for enrollment used when parties create a trust as outlined by the Master Trust Agreement. Please click the link below to download the Joinder Agreement for CCT’s First-Party Pooled Special Needs Trust with Medicare Set-Aside Account.

This agreement is offered as a fillable PDF. All fields can be filled in on your computer and the document can be saved.

IMPORTANT: The Joinder Agreement must be printed, and then signed in front of a Notary Public.

First-Party Pooled Special Needs Trust with Medicare Set-Aside Account Joinder Agreement

Note: Requires Adobe Reader
Download Adobe Reader

If you wish to fill out the form using a computer, you must first save the form to your computer (e.g. Desktop) and then open in Adobe Reader. See How to fill out forms using Adobe Reader for more information.