Get Plan Of Connecticut Inc Pooled Trust A Pooled Trust For - Planofct

Filling out the PLAN OF CONNECTICUT INC POOLED TRUST form is an important step in establishing a trust account for individuals with disabilities. This guide will walk you through the process, ensuring clarity and understanding as you complete each section online.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In the first section, provide the name of the Subscriber. If applicable, include the Beneficiary's name along with the name of their agent, such as a Power of Attorney.
3. Next, enter the address of the Subscriber, ensuring that you fill in all necessary fields for a complete address.
4. Provide a telephone number for the Subscriber in the designated field.
5. Input the date of the Subscriber Agreement in the specified section.
6. Enter the name of the designated Beneficiary and their Social Security Number. Additionally, fill in the date of birth of the Beneficiary.
7. Provide the address of the designated Beneficiary, ensuring all details are accurate and complete.
8. Indicate the relationship of the Subscriber to the designated Beneficiary in the provided space.
9. Answer the question regarding proof of disability by circling 'Yes' or 'No'. Ensure you have the required documentation ready.
10. Read the acknowledgment statements carefully. By signing, the Subscriber confirms they have received advice regarding the potential impacts this Trust may have on eligibility for government benefits.
11. Acknowledge any potential conflicts of interest present in the administration of the Trust.
12. Review the management terms for the Trust Account and the services that will be provided to the designated Beneficiary.
13. Understand the fee structure associated with the Trust Account. Make sure to familiarize yourself with all fees mentioned.
14. Finally, in the last section, make a selection regarding the distribution of remaining assets upon termination of the Trust Account. Initial and check one option to indicate your selection.
15. Once all fields are completed accurately, proceed to save your changes. You can then download, print, or share the filled-out form as needed.

Complete your documents online today for a seamless process.