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Forms & Helpful Links
Welcome to our Forms & Helpful Links page. This resource center has been designed to provide easy access to the documents, applications, forms, rate sheets, and educational materials most frequently requested by individuals, families, attorneys, conservators, and professional advisors.
Whether you are exploring a Special Needs Trust for the first time, preparing to establish a trust, or managing an existing trust, the resources below can help guide you through the process.
Special Needs Trust Applications (Joinders)
First-Party Special Needs Trust Joinder
For individuals with disabilities who wish to place their own assets into the PLAN of California Master Pooled Special Needs Trust while preserving eligibility for public benefits such as SSI and Medi-Cal.
Download First-Party Trust Joinder → https://assets.cdn.filesafe.
Third-Party Special Needs Trust Joinder
For parents, grandparents, family members, or other loved ones who wish to establish a trust funded with assets belonging to someone other than the beneficiary.
Download Third-Party Trust Joinder → https://assets.cdn.filesafe.
Distribution & Disbursement Forms
Beneficiaries, authorized representatives, conservators, and family members may use these forms to request distributions from a trust account for approved supplemental needs and quality-of-life expenses.
Trust Distribution / Disbursement Request Form
Use this form to request payment for approved goods, services, reimbursements, or other supplemental needs consistent with Special Needs Trust guidelines.
Download One-time Disbursement Form → https://assets.cdn.filesafe.
Download Re-occurring Disbursement Form → https://assets.cdn.filesafe.
Please note that all requests are reviewed to ensure compliance with Special Needs Trust regulations and applicable public benefit requirements.
Trust Fees & Rate Sheets
Understanding trust costs is an important part of planning. Our rate sheets provide information regarding enrollment fees, administrative fees, and other costs associated with participation in the PLAN of California Master Pooled Special Needs Trust.
Trust Rate Sheets
View First-Party Trust Fees → https://assets.cdn.filesafe.space/IkUMWWhUiYBSoJMyHWoh/media/6a18d3c260904d91054709ca.pdf
Third-Party Trust Rate Sheet → https://assets.cdn.filesafe.
Please note that all requests are reviewed to ensure compliance with Special Needs Trust regulations and applicable public benefit requirements.
Educational Resources
Finding Legal Assistance for Your Special Needs Trust
Finding an attorney experienced in Special Needs Trusts and disability planning can be an important step in protecting your loved one’s future. This guide provides practical information to help families identify qualified legal professionals and better understand the planning process.
Download Finding Legal Assistance Guide → https://assets.cdn.filesafe.
Additional Forms & Resources
Additional documents, forms, and educational materials may be added to this page periodically as they become available.
Need Assistance?
Choosing the right trust option, completing paperwork, or understanding distribution requests can feel overwhelming. Our team is available to answer questions and help you understand which resources may be most appropriate for your situation.
Contact Proxy Parent Foundation for assistance or to learn more about the PLAN of California Master Pooled Special Needs Trust.
