Resources and Forms

The following resources are made available by ACHIEVA Family Trust to assist beneficiaries, caregivers, and advisors.

• Frequently Asked Questions
• Description of Special Needs Trusts and ACHIEVA Family Trust
• Trust Basics: Pooled, Payback, Common Law Trusts
• Government Benefit Primer
• Estate Planning
• Pooled Trust Joinder Agreement
• Master Trust Agreement
• Common Law Trust Sample Language
• Attorneys Specializing in Trusts for People with Disabilities
• Policies and Procedures for Disbursement with Examples of Distributions 
• Consent to Obtain or Release Confidential Information
• Fund Request Form
• Request to Begin Standing Order
• Service Reimbursement Form
• Mileage Reimbursement Form
• Disclosure Statement for Common Law and Payback Trusts
• Opening Account Information for Payback and Common Law Trusts