Search results for: portal access

Our CPT Client Portal Access Menu Portal Access FormHelp Videos STEP 1: Watch Video on How to Log In to your Portal: STEP 2: Login Below: STEP 3: An Email will be sent to your email once you Login Above with your new Portal Access Link Once you receive the email with your CPT Portal…

Contact Us Submit a Case Client Account Questions Schedule Now Browser not compatible. We’re Here For you Our dedicated and knowledgeable team at CPT Institute is here to support you with personalized assistance. Whether you need guidance or have questions, we’re committed to helping you achieve the best outcomes. Hours: M-TH 6:00 AM – 4:00 PM…

Our Clients Resource Library Disbursement Requests Guides Disbursement Requests Guides Expand DRF Explainer – A guide to help you fill out the PDF version of the Disbursement Request Form above, including the Receipt Tracking Log DRF Spanish – PDF del Formulario de Solicitud de Desembolso. Utilice este formulario para solicitar el retiro de fondos de…

Frequently Asked Questions To view this resource in a different language – Please watch this helpful video. GENERAL INFORMATION: Who is my CPT Representative/Trust Administrator? Collapse After Signing your Documents, our Case Manager will introduce you to your CPT Representative/Trust Administrator. If you do forget who your CPT Representative/Trust Administrator is you can email help@cptcharity.org and our…

Pooled Income Trust Pricing TRUST SETUP ADMINISTRATION SURCHARGE FEE TAX PREP FEES SERVICE ADD ON ADDITIONAL Trust Set Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be given a direct extension and a…

New York Pooled Special Needs Trust Pricing TRUST SETUP ADMINISTRATION CO-TRUSTEE FEE TAX PREP FEES AUM MONEY MANAGEMENT SERVICE ADD ON ADDITIONAL Trust Set Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be…

Individual Special Needs Trust Pricing TRUST SETUP ADMINISTRATION TAX PREP FEES COURT SUPERVISED FEES AUM MONEY MANAGEMENT SERVICE ADD ON ADDITIONAL Trust Set Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be given…

Third Party Special Needs Trust Pricing TRUST SETUP ADMINISTRATION TAX PREP FEES AUM MONEY MANAGEMENT SERVICE ADD ON ADDITIONAL Trust Set Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be given a direct…

Minors Trust (California Only) Pricing TRUST SETUP ADMINISTRATION TAX PREP FEES AUM MONEY MANAGEMENT SERVICE ADD ON ADDITIONAL Trust Set Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be given a direct extension…

Settlement Management Trust Pricing TRUST SETUP ADMINISTRATION TAX PREP FEES AUM MONEY MANAGEMENT SERVICE ADD ON ADDITIONAL Trust Set Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be given a direct extension and…