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 1-877-695-6444 x89 if you need the documents expedited.

Step 3: Review the documents and schedule a document signing. SSN & W-9 are required. Fax to 866-576-0460 & mail originals to:

Step 4: Send funding check overnight to the funds custody agent or bank.

Step 5: Send notification to the appropriate state agency with the sample letter provided with enrollment documents. After the original signed documents are received and signed by Charities Pooled Trust, a fully executed copy will be sent to your firm.

Thank you for working with Charities Pooled Trust.

Beneficiary Orientation:
We will send the trust beneficiary a welcome packet with a disbursement request form within two weeks of trust funding. The disbursement request form will have their account number for the financial institution responsible for managing their funds. In addition the beneficiary and/or advocate will receive a telephone orientation call from our staff to help them maximize the use of their trust account.