CCT is committed to helping our clients, advocates, and professionals with integrity, reliability, and discretion.
Standard Payment Request Form
To be submitted with supporting documentation (e.g., receipts, invoices, price quotes) for each disbursement request. Make copies of the form as needed. Keep confidential as the trust account number will be on this form.
Recurring Payment Request Form
To be submitted with supporting documentation (e.g., receipts, invoices, price quotes) to set up a disbursement that will be automatically processed each month. Make copies of the form as needed. Keep confidential as the trust account number will be on this form.
True Link Payment Request Form
To be submitted with supporting documentation for the request. Make copies of the form as needed. Keep confidential as the trust account number will be on this form.
To keep CCT up-to-date on the Beneficiary’s status, contact information, benefits information, and to have a general understanding of how funds from the trust will be used
A budget worksheet to help when making decisions about how to use funds from the trust. The estimated costs for the year should be based on how long you anticipate the trust lasting.
Submission of this form gives CCT staff permission to speak with a named individual(s) regarding the Special Needs Trust for the benefit of the named Beneficiary. This form must be completed and signed by an Advocate for the trust. Confidential financial information, including the balance of the trust account, will not be disclosed. Completion of this form does not give the individual authorization to submit Payment Request Forms for disbursements from the trust.
This should be submitted with a Payment Request Form to request mileage reimbursement for driving the Beneficiary to medical appointments and other destinations to which transportation is necessary.
Service Provider/Caregiver Agreement
This form must be completed prior to the approval of payments to an independent service provider.
Service Provider/Caregiver Timesheet
A template that can be used by a Service Provider to invoice the Beneficiary for services rendered that are allowable by the trust. This form must be (a) completed in its entirety and signed by the Service Provider and (b) submitted alongside a completed Payment Request Form signed by the Advocate.
Advocate Acceptance Form
To be signed by the new advocate to indicate a willingness to act as an advocate on a trust account.
Advocate Resignation Form
To be signed by an existing advocate in front of a notary to remove themselves as an advocate on a trust account
To change the contact information for the Beneficiary and/or Advocate (mailing address, home phone number, business phone number, cell phone number, email address, or other changes).
First-Party Deposit Form
Complete this form to notify CCT of direct deposits to be placed into a First-Party Pooled Special Needs Trust. Deposits cannot be credited to the Beneficiary’s sub-account without a completed form.
Third-Party Deposit Form
Complete this form to notify CCT of direct deposits to be placed into a Third-Party Pooled Special Needs Trust. Deposits cannot be credited to the Beneficiary’s sub-account without a completed form.
Submit this form to share the goals for the beneficiary’s trust, how long the trust is anticipated to last, and the vision for how the trust should be used.
Submit to change how financial information about the trust account is received and accessed by the Advocate.
All online forms may be submitted virtually. If you prefer to mail in a physical copy, they can also printed from the online link and sent to our mailing address:
Commonwealth Community Trust
PO Box 29408
Richmond, VA 23242–0408
Certain documents are offered as a fillable PDF. 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 it in Adobe Reader. (If needed, download Adobe Reader here.) All fields can then be completed on your computer and the document can be saved.
See How to fill out forms using Adobe Reader for more information.
"CCT has been wonderful in serving the financial needs of my grandson. They are always prompt in answering questions and suggesting how we can make something happen for him. He just turned 18 this year and we still plan on using this service." — Nancy, Grandmother and Advocate of a CCT Beneficiary
"CCT has been a blessing to our family. CCT has provided a sense of order, organization, trust, and leadership in helping to provide and protect the well-being of my younger sister. I would recommend CCT to anyone, and I already have." — Dan, Brother and Advocate of a CCT Beneficiary
"CCT made getting the wheelchair equip van we so much needed for our grandson the easiest purchase ever. Thank you CCT!!!" — Grandmother of Beneficiary Kobe
"With the help of CCT I was able to purchase my Dream vehicle. Emily at CCT was/is a HUGE help! It was a very smooth transaction." — Cathy, Beneficiary of CCT
"CCT has been amazing. Very helpful with guiding us through this process." — Rhonda, Mother and Advocate of a CCT Beneficiary
"CCT has been wonderful in serving the financial needs of my grandson. They are always prompt in answering questions and suggesting how we can make something happen for him. He just turned 18 this year and we still plan on using this service." — Nancy, Grandmother and Advocate of a CCT Beneficiary
"CCT has been a blessing to our family. CCT has provided a sense of order, organization, trust, and leadership in helping to provide and protect the well-being of my younger sister. I would recommend CCT to anyone, and I already have." — Dan, Brother and Advocate of a CCT Beneficiary
*Disclaimer Statement: CCT is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.
All Rights Reserved | Commonwealth Community Trust