Enrollment
Enrollment forms may not be submitted online, but may be downloaded here. Here you will also find important information and handouts for review.
- Beneficiary-funded (1st party) Trust Brochure
- Donor-funded (3rd party) Trust Brochure
- Getting Started Guide
- Application Checklist
- Joinder Agreement - 1st Party
- Joinder Agreement - 3rd Party
- Master Trust Agreement - Amendment
- Master Trust Agreement - 1st Party
- Master Trust Agreement - 3rd Party
- Benefit Re-certification Release of Information
- Sample Petition for Court Order (1st Party)
- Fee Schedule
- Annual Spending Target Examples
Account Holders
Account holders may complete and submit forms online, or download and submit offline, to manage various account activities.
ONLINE FORMS
DOWNLOAD FORMS
- Welcome Handbook
- Disbursement Request Form - General
- Disbursement Request Form - Recurring
- Disbursement Request Form - Travel Planning
- Disbursement Request Form - ABLE Transfer
- Disclosure Form - Required for ABLE Transfer
- Change Form - Contact Information
- Change Form - Authorized Persons
- Authorization to Release Information