Documentation Needed For Establishing a Trust with The Disability Foundation – april 2021
Appropriate Uses of the Fund – Updated – Nov 2019
Forms To Establish Trust Accounts
Account Agreements
2014 Flexible Spending Pooled Trust – Account Agreement
Gift Annuity Account Agreement
Third Party Trust Account Agreement
Accompanying Documents
Duties and Responsibilities of Personal Representative
Guardianship Attestation (For Representative Payees)
Disability Determination Physician Statement
Forms for distributions
2014 FLEXIBLE SPENDING TRUST DISTRIBUTION FORM (April 2021)
Original FLEXIBLE SPENDING TRUST DISTRIBUTION FORM (April 2021)
GIFT ANNUITY DISTRIBUTION FORM
Disability Determination Physician Statement
Third Party Pooled FLEXIBLE SPENDING TRUST DISTRIBUTION FORM (May 2021)
Master Trust Documents
2014 Pooled Flexible Spending Trust -2019-9-16 Restatement of Master Trust
Original Pooled Flexible Spending Trust – Restatement – 2019
Third Party Pooled Flexible Spending Trust
Misc. Information
Information about us
Disability Foundation Brochure
Disability Foundation – STABLE Comparison Brochure
Personal Representatives Handbook – July 2021
Annual Report – Fiscal Year 2021