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Trust:Self-Funded Trust
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The Arc of Northern Virginia
Pooled Special Needs Trust Services
POOLED SELF-Funded Trust
The Arc of Northern Virginia Self-Funded Trust helps individuals plan and provide for their financial future without affecting eligibility for government benefits such as Medicaid, Medicaid Waivers, Supplemental Security Income (SSI), and residential programs.
Individuals complete the forms below together with The Arc of Northern Virginia Trust Team.
Information about the Self-Funded Trust
- OVERVIEW
- How The Arc Trust works
- Self-Funded Master Trust
- Self-Funded Trust Agreement
- 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 Self-Funded Trust
- Master Trust Self-Funded
- Self-Funded Trust 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.