Family and Beneficiary Information

The Grantor(s) can use the Family and Beneficiary Information Form to elaborate on the vision for the trust and to share information about the Beneficiary with CCT. This optional form is offered as a fillable PDF.  Once you save the PDF to your computer, all fields can be completed and the document can be saved.

Click here to download the Family and Beneficiary Information Form for CCT’s Third-Party Pooled Special Needs Trust.

The following resources may also be helpful in determining how much to allocate to a special needs trust.

  •  Budget and Expense Worksheet: This annual budget worksheet can be helpful in making decisions about how to use funds from the trust. The estimated costs per year should be based on how many years you anticipate the trust lasting.

Note: CCT Forms requires 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. Download Adobe Reader

 

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