Documentation Needed For Establishing a Trust with The Disability Foundation
Appropriate Uses of the Fund – Updated – Nov 2019
2014 Flexible Spending Trust Account Agreement
Guardianship Attestation (For Rep Payees)
Gift Annuity Account Agreement
Duties Responsibilities_writable
2014 FLEXIBLE SPENDING TRUST DISTRIBUTION FORM
ORIGINAL FLEXIBLE SPENDING TRUST DISTRIBUTION FORM
GIFT ANNUITY DISTRIBUTION FORM
Disability Determination Physician Statement
2014 Flexible Spending Trust -2019-9-16 Restatement of Master Trust
2019-10-1 Restatement of Master Trust – Original Flexible Spending Trust – Signed
Personal Representatives Handbook – Sept. 2020