Objectives for the Trust

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

This is an optional form that gives the Advocate the opportunity to provide his or her vision for the First-Party Pooled Special Needs Trust and to share helpful information about the Beneficiary.

This form is offered as a fillable PDF.  All fields can be completed on your computer and the document can be saved.

Click here to download the Objectives for the First-Party Pooled Special Needs Trust form.

Note:  Form requires Adobe Reader.
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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.