The Joinder Agreement is a legal document that “joins” the applicant to our Pooled Trust. This step is necessary in order for us to disburse funds from our Pooled Trust to make the purchase.
The Joinder Agreement needs to be uploaded to the online application for review, and the original, signed (wet signature) Joinder Agreement
must be sent to Achieva Family Trust to the attention of the Residual Account Coordinator. If the application is approved, the Joinder Agreement is kept on file for future requests. Additional documents may be required based on the request category. If you have any questions regarding the additional documents, please contact the Residual Account Coordinator at 412-995-5000 ext. 493
Access The Joinder Agreement