Forms & Documents

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

Beneficiary Profile

FormW-9

MEMO TO DONORS

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

Our Trusts & Fees

Lost Receipt Form – Oct 2019

 

 

Information about us

Disability Foundation Brochure

Disability Foundation – STABLE Comparison Brochure

Third-party Trust insert card

Personal Representatives Handbook – July 2021

Annual Report – Fiscal Year 2021

Annual Report – Fiscal Year 2020

Our Annual Report – 2019

Our Annual Report – FY 2018