CPT Signing Video

A quick video that discloses and explains the rules for your Special Needs Trust

Page i: Disclosure & Acknowledgement to Join Charities Pooled Trust (CPT)

Prior to signing, ensure you have a witness or notary public present. The instructions below are intended to guide you on filling out CPT’s Trust Documents. Please take the time to review the documents in their entirety prior to signing. If you have any questions, please engage your assigned Trust Officer to review the following documents with you. Make sure that each page is complete and there are no missing spaces.