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The Arc of Northern Virginia
Pooled Special Needs Trust Services
POOLED FAMILY-FUNDED TRUST
Established on July 16, 1999, the Family-funded trust helps families plan and provide for the financial future of their loved one without affecting eligibility for government benefits such as Medicaid, Medicaid Waivers, Supplemental Security Income (SSI), and residential programs.
Families complete the forms below together with The Arc of Northern Virginia Trust Team. Get started by scheduling an appointment today at: 703-532-3214 x115.
Information about the Family-Funded Trust
- OVERVIEW
- How The Arc Trust works
- Family-Funded Master Trust
- Funding & Financial Planning
- Fees
- Tax Information
- Frequently Asked Questions FAQs
- Information about Funerals
- Supplemental Needs List—What the Trust can buy
- The Arc of Northern Virginia Personal Trusts Brochure
- Sun Trust Private Wealth Management
- Payment Options
- Annual Spending Amounts Guidelines
- Comparison of the Family-Funded Trust and the Self-Funded Trust
Forms required for the establishment of our Family-Funded Trust
- Family-Funded Trust Joinder Agreement
- Family-Funded Addendum Joinder Agreement
- Personal Support Trust Plan link
- Payment Options Form for The Arc of Northern Virginia
- The Arc of Northern Virginia Disclosure Statement
- W-9 Tax Identification Form
- Account Statement Information
- Ridgeworth Funds Disclosure Statement
Documents you must provide:
- Certification of Disability or Age such as Medicaid Card, Letter of Findings
- Copy of Current government Issued Photo ID
- Power of Attorney, Guardianship/Conservatorship paperwork, Lawsuit settlement paperwork (if applicable)
Get started by scheduling an appointment today at: 703-532-3214 x115