Skip to content
CPT Institute: Protecting Government Benefits for the Injured and At Risk
  • Schedule a Consultation
  • Solutions
    • First Party Special Needs Trust
    • Third-Party Special Needs Trust
    • Settlement Management Trust (SMT)
    • Minor’s Settlement Trust (CA only)
    • Spend Down
  • Attorneys & Professionals
    • Why Choose CPT
    • Case Referral/Training
    • Identify Client Needs
    • Design a Plan for a Client
    • Court Support
    • Allowable Distributions
    • SSA POMS
    • Resource Library
  • Beneficiaries
    • Why Choose CPT
    • Educational Videos
    • Allowable Distributions
    • FAQ’s
    • Signing Video
    • Forms for Active Clients
    • What’s Next?
  • Pricing
  • Funding
877.695.6444
CPT Institute: Protecting Government Benefits for the Injured and At Risk
  • Schedule a Consultation
  • Solutions
    • First Party Special Needs Trust
    • Third-Party Special Needs Trust
    • Settlement Management Trust (SMT)
    • Minor’s Settlement Trust (CA only)
    • Spend Down
  • Attorneys & Professionals
    • Why Choose CPT
    • Case Referral/Training
    • Identify Client Needs
    • Design a Plan for a Client
    • Court Support
    • Allowable Distributions
    • SSA POMS
    • Resource Library
  • Beneficiaries
    • Why Choose CPT
    • Educational Videos
    • Allowable Distributions
    • FAQ’s
    • Signing Video
    • Forms for Active Clients
    • What’s Next?
  • Pricing
  • Funding
877.695.6444

Trust Beneficiary Forms

Forms available for you to download

Worksheets

  • Mileage Log
  • Credit Card/True Link Card Worksheet

Changes

  • Change of Beneficiary Advocate and Successor Advocate Form

Expenditures

  • Purchase of a House Form
  • Vehicle Purchase Form
  • Prepaid Burial Form

Schedule a Consultation

Schedule a Free 30 Minute Case Consultation

Schedule Now

Schedule a Free Training

​Our Most Popular Training Programs

Government Benefit Basics (30m) | Case Intake Strategies (30m) | Settlement Solutions (30m)
Roadmap to Protect the Injured and At-Risk (1hr, all of the above)

Schedule Now

Educational Videos

Watch Now

Our Purpose: We protect the seriously injured & at risk. Free case consultations for the legal community to settle cases without jeopardizing government benefit eligibility. We are a national tax-exempt non-profit trustee.

National Office

CPT Institute

​1 Civic Center Drive, Suite 310
​San Marcos, CA 92069

Contact Us

Consultations & Training

Hours: M – F: 9 AM – 5 PM EST/PST​​
Phone: 877.695.6444
Email: setup@cpttrust.org

Trust Beneficiary & Advocate Help

Hours: M-TH: 9 AM – 4 PM EST/PST
Fridays: 9 AM – 12 PM EST/PST
Phone: 877.695.6444
Email Requests: inbox@cpttrust.org
Fax Requests: 619.431.1997

Download Our App

DONATE

Accessibility Statement
Privacy Policy

(c) CPT Institute

Designed by LaGrande Marketing.
en English
af Afrikaanssq Albanianam Amharicar Arabichy Armenianaz Azerbaijanieu Basquebe Belarusianbn Bengalibs Bosnianbg Bulgarianca Catalanceb Cebuanony Chichewazh-CN Chinese (Simplified)zh-TW Chinese (Traditional)co Corsicanhr Croatiancs Czechda Danishnl Dutchen Englisheo Esperantoet Estoniantl Filipinofi Finnishfr Frenchfy Frisiangl Galicianka Georgiande Germanel Greekgu Gujaratiht Haitian Creoleha Hausahaw Hawaiianiw Hebrewhi Hindihmn Hmonghu Hungarianis Icelandicig Igboid Indonesianga Irishit Italianja Japanesejw Javanesekn Kannadakk Kazakhkm Khmerko Koreanku Kurdish (Kurmanji)ky Kyrgyzlo Laola Latinlv Latvianlt Lithuanianlb Luxembourgishmk Macedonianmg Malagasyms Malayml Malayalammt Maltesemi Maorimr Marathimn Mongolianmy Myanmar (Burmese)ne Nepalino Norwegianps Pashtofa Persianpl Polishpt Portuguesepa Punjabiro Romanianru Russiansm Samoangd Scottish Gaelicsr Serbianst Sesothosn Shonasd Sindhisi Sinhalask Slovaksl Slovenianso Somalies Spanishsu Sudanesesw Swahilisv Swedishtg Tajikta Tamilte Teluguth Thaitr Turkishuk Ukrainianur Urduuz Uzbekvi Vietnamesecy Welshxh Xhosayi Yiddishyo Yorubazu Zulu
CPT_Logotype_Horizontal
  • Home
  • Why Choose CPT
  • Solutions
  • Attorneys & Professionals
  • Beneficiaries
  • Pricing
  • Funding

877.695.6444

Contact