Requesting Funds
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Requesting Funds

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Fund Request Forms and Videos

Achieva Family Trust beneficiaries can review the videos below to learn how to fill out and submit our Fund Request Form.

The fund request form is available in these two options:

- Downloadable Fund Request Form: Can be printed, filled out and mailed or electronically filled out and emailed.

- Online Fund Request Form: Can be filled out, signed online and automatically sent to us.

Online Fund Request Instructions

Achieva Family Trust now offers a way to submit your fund requests online through our website. This simple process is detailed in this brief overview of the process.

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Types of Trusts Fact Sheet

Achieva Family Trust offers three types of trusts: Pooled Trust, Payback Trust, and Third Party Trust. This fact sheet details the details and benefits of each type of trust.

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Achieva Family Trust Brochure

Achieva Family Trust's brochure covers a general overview of special needs trusts, how to know what trust is right for you, and examples from families and individuals that set up various trusts.

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