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.
Note: Form 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.