Downloads | CPT Special Needs Trust Provider

ssa

Notifying the Social Security Administration When Life Changes

While the Social Security Administration (SSA) frequently conducts reviews to make sure that people who receive Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) are still eligible for those programs, there are also times when a beneficiary is responsible for notifying the SSA of a change. These mandatory reporting events usually occur around [...]

upcoming events relateto special needs trusts

Upcoming Seminar on Administering the CA Special Needs Trust

Kevin Urbatsch will be presenting with Susan Katzen a seminar on Administering the California Special Needs Trust. The seminar will last six hours (eligible for both Continuing Legal Education credit and Professional Fiduciary Continuing Education credit). The seminar will cover essential public benefits, appropriate SNT distributions, understanding the different types of special needs trusts, and [...]

caution

Paying for food, shelter and utilities while on SSI or Medi-Cal

The following is an excerpt from Kevin Urbatsch’s book – Administering the California Special Needs Trust: A Guide for Assisting a Person with a Disability as Trustee of a Special Needs Trust What Is the Effect of Paying for a Beneficiary’s Food, Shelter, and Utilities If Receiving SSI or Medi-Cal? It depends. If the beneficiary [...]

child_support

Special Needs Trusts And Child Support

Obligation to Pay Child Support Not Eliminated for Creation of Special Needs Trust (SNT) (N.J. App.) The appeal addressed the issue of whether the creation of a special needs trust can justify the elimination of the obligation to pay child support to the primary residential parent of a special needs child. The appellate court concluded [...]

Downloads

Affidavit Sole Benefit

Allowable Disbursements List List of generally allowable disbursements

Allowable Disbursements List (Spanish) List of generally allowable disbursements translated to Spanish

Brochure CPT Special Needs Trust

CA ad for Plaintiff and Advocate Magazine

Change of Advocate Form

DE312 Arizona budget reporting document

Disbursement Request Form - Utilize to request funds from your trust

DRA Asset Transfer Rules Deficit reduction act asset transfer rules outline.

Grillo Case Case attorney held liable for not protecting government benefits.

Grillo Court Documents Case attorney held liable for not protecting government benefits.

HIPAA (Health Insurance Portability and Accountability Act) Authorization for the Use and Disclosure of Protected Health Information

Master 3rd Party Trust

Master Trust Arizona

Master Trust Conneticut

Master Trust Florida

Master Trust Indiana

Master Trust Massachusetts

Master Trust New Jersey

Master Trust North Carolina

Master Trust Ohio

MSA (Medicare Set Aside) Submission Rules

Petition CA Court Supervised Sample California Petition

Petition CA Not Court Supervised Sample California Petition

Pre-Existing Creditor Claims 4faqs

Snapshot First party Special Needs Trust (SNT) comparison

SNT Quick Reference Sheet

Trust Application Utilize this form to gather information to submit your case

Trust Notification Letter Sample document (Word .docx format) to provide notification to Social Security Administration (SSA) about your trust

Waiver of Liability & Advice to Seek Legal Counsel

W-9 Needed for all trust enrollees. PDF version that can be filled out, printed, then mailed.

REQUEST TRUST DOCUMENTS

Step 1: Click here to submit trust application information online (For faster processing) OR the trust application (available through the link) may be faxed to 1-866-576-0460.

Step 2: Trust documents will be emailed to you within three business days. Call if you need the documents expedited.

1-877-695-6444 x89
Contact Us
Protects Medicaid & SSI
We accept cases with:
- Any Value
- Any Age
- Structured settlements
- Court supervision
- Medicare Set-Aside
- Funds held by national investment firm