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CPT Institute: Protecting Government Benefits for the Injured and At Risk
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    • First Party Special Needs Trust
    • Third-Party Special Needs Trust
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    • Minor’s Settlement Trust (CA only)
    • Spend Down
  • Attorneys & Professionals
    • Why Choose CPT
    • Case Referral/Training
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    • Design a Plan for a Client
    • Court Support
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    • What’s Next?
    • Disbursement Request Form
  • Pricing
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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?
    • Disbursement Request Form
  • 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

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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)

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Educational Videos

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National Office

CPT Institute

310 S. Twin Oaks Valley Road #107-174
San Marcos, CA 92078-4387

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

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Please note, we have a new address: 310 S. Twin Oaks Valley Road #107-174, San Marcos, CA 92078-4387
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