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CPT Institute: Protecting Government Benefits for the Injured and At Risk
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877.695.6444
CPT Institute: Protecting Government Benefits for the Injured and At Risk
  • Schedule a Consultation
  • Schedule a Training
  • Make a Difference
877.695.6444
  • About CPT
    • Why Choose CPT
    • Our Team
    • Non Profit
    • Educational Training
  • 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
    • Family Law
    • Structure Settlement Consultants
    • Workers Compensation Case
    • Elder Law Attorney
    • Estate Planning Attorney
    • Personal Injury Attorney
    • SNT Attorney
    • Resources Library
    • FAQ
  • Prospective Clients
    • Prospective Clients
    • Resource Library
    • Videos
    • FAQ
  • Our Clients
    • Disbursement Request Form
    • Portal Access
    • New Clients Start Here
    • Resource Library
    • Forms & Materials
  • Resource Library
    • Attorneys & Professionals
    • Clients
    • Prospective Clients
    • Blog
  • Pricing
  • Contact Us

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

National Office

CPT Institute

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

Contact Us

Consultations & Training

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

Trust Client & Advocate Help

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

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