Achieva | Resources

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Achieva offers informative resources from each of the families within our organization. Filter by keyword, category or topic to assist in your search.

Joinder Agreement

November 20, 2023

The Joinder Agreement is a document that needs to be filled out to enroll in the Pooled Trust or to start the application for the Charitable Residual Fund.

Opening Account Information

November 20, 2023

This pdf form is to be filled out and submitted in order to open an account for a special needs trust with Achieva Family Trust.

PA Attorneys Familiar With Special Needs Trusts

April 20, 2021

List of PA attorneys familiar with special needs trusts.

AFT Mileage Form

AFT Policy Procedures for Distributions

AFT Service Reimbursement Form

AFT Standing Order Drop Down

Beneficiary Form Packet

Charitable Residual Handbook

Achieva Family Trust's Charitable Residual Handbook is a comprehensive look at the Charitable Residual Fund, how it relates to Pooled Trusts, and the steps needed to apply.

Comparison Guide - Special Needs Trusts and ABLE Accounts

A detailed comparison between the benefits of ABLE Accounts and Special Needs Trusts including contribution specifics and eligibility.

Fund Request Form

Achieva Family Trust's Fund Request form for beneficiaries to request funds from their trust account.

Information Sheet For Lawyers and Financial Advisors

Achieva Family Trust is a nonprofit corporate trustee for people with disabilities to protect their financial assets. If you are managing the financial assets of a person with a disability, learn more