Disability Foundation Disability Foundation An Affiliate of The Dayton Foundation

Enriching Today. Securing Tomorrow.
An affiliate of The Dayton Foundation

937-225-9939
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Forms

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

Form W-9

MEMO TO DONORS

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

Lost Receipt Form – Oct 2019

Personal Representatives Handbook – Sept. 2020

 

Testimonials

  My husband and I have a daughter, 21, with a moderate cognitive disability. She lives at home with us and will continue to do so into the foreseeable future. In early 2006, we heard of a new trust through the Disability Foundation Inc. This trust – The Ohio Community Pooled Flexible Spending Trust – was the answer to our need for a flexible trust to provide for Krista’s supplemental needs that complies with all the requirements of the SSI and Medicaid programs. This trust was ex…
The Raggio Family

Leandra has a shining personality and wins people over wherever she goes. Born with a condition that went undiagnosed until she was 25 years old, Leandra, now 33, has mild to moderate cognitive delays and easily contracts infections so she’s in and out of hospitals frequently as a result of Kabuki Syndrome. A few years ago, Leandra’s father passed away, leaving Leandra with an inheritance. Because of Leandra’s SSI benefits, her mother, Rita, knew she had to protect Leandra’s financial we…

Leandra
If you’ve ever met Raymond “Raymie” Arnold, you would soon learn that one of his greatest passions is music—country western music. And if there’s country music playing, he’ll soon be up on the dance floor (or any spot big enough to make his moves) dancing his trademark combination of line dancing, Zumba, and aerobics. Raymond has Down syndrome, and at age 57, he shows no signs of slowing down. Most people that meet him become entranced by his infectious smile and big heart. In ju…
Raymond and his Country Music Western Cruise

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The Disability Foundation is an affiliate of The Dayton Foundation.

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The Disability Foundation
1401 S. Main Street
Suite 100
Dayton, Ohio 45409
937-225-9939
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