Can I move my Pooled Trust Account to Charities Pooled Trust program?
March 4, 2011 in Frequently Asked Questions, General
Absolutely
Pooled Special Needs Trust accounts can be transferred between programs based on the exception rules for early termination:
Exception for early termination clauses in Section 1917(d)(4)(C) trusts
For pooled trusts established under Section 1917(d)(4)(C), an early termination clause does not need to meet the above criteria if the clause solely allows for a transfer of the beneficiary’s assets from one Section 1917(d)(4)(C) trust to another Section 1917(d)(4)(C) trust. The early termination clause must contain specific limiting language that precludes the early termination from resulting in disbursements other than to the secondary Section 1917(d)(4)(C) trust or to pay for the expenses listed in SI 01120.199F.3. in this section.
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Tags:(d)(4)(C) Trusts,Exceptions for transferring a Pooled Special Needs Trust.,Moving a Pooled Special Needs Trust,Pooled Special Needs Trusts,Transferring Pooled Special Needs Trust








