Process of Joining

The following documents and payments are required for enrollment in the First-Party Pooled Special Needs Trust:

    1. Joinder Agreement – Completed and signed  by the Grantor(s) in front of a notary.
    2. Fee Schedule – Signed by the Grantor(s).
    3. Check for the Enrollment Fee made payable to Commonwealth Community Trust.
      NOTE: If only one check can be dispersed, have the check made payable to TCVA, trustee for CCT, fbo (Beneficiary Name) and CCT will deduct the Enrollment Fee from this deposit.
    4. Check for the amount to be deposited into the trust made payable to TCVA, trustee for CCT, fbo (Beneficiary Name).
    5. Copy of Beneficiary’s Social Security card, if available.
    6. Attorney Checklist – If you have legal representation, please have your attorney complete this checklist with you and return it with the Joinder Agreement.

Send all of the above to:
Commonwealth Community Trust
P.O. Box 29408
Richmond, VA 23242-0408

Upon receipt, CCT will mail a copy of the executed Joinder Agreement to the Grantor or Primary Advocate for the trust and the Attorney (if applicable).

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