Examples of Special needs trust in a sentence
The Grantor(s) can complete the Amendment to Third-Party Pooled Special Needs Trust Joinder Agreement Form to change Successor Beneficiaries and/or Contingent Beneficiaries (must be completed, signed, and notarized).
Make checks payable to CCT First-Party PSNT f/b/o (Name of Beneficiary) or Commonwealth Community Trust First-Party Pooled Special Needs Trust for the benefit of (Name of Beneficiary).
I already have a (check those that apply): Power of Attorney (Agent: INSERT NAME) Health Care Proxy (Agent: INSERT NAME) Representative Payee (INSERT NAME) Special Needs Trust (Trustee: INSERT NAME) ABLE Account Other: [NOTE TO DECISION-MAKER: If you intend to end another instrument listed above, you must follow the steps required for that instrument.] I (circle one:) want / DO NOT want (insert name of document here:) to continue.
Notice shall be in writing, by certified mail, return receipt requested, in care of the Trustee, The Center for Special Needs Trust Administration, Inc., at the address set forth in the General Instructions hereto, and which is also set forth on the last page of this Agreement, or at such other address as the Trustee may designate from time to time.
To the extent there is a conflict between the terms of this Joinder Agreement, the Master Trust Agreement for the BIAWA Pooled Third Party Special Needs Trust and the applicable laws and regulations of the State of Washington, the laws and regulations control.