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CPT Institute: Protecting Government Benefits for the Injured and At Risk
  • About CPT
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    • First Party Special Needs Trust
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(PIT)
    • Minor’s Settlement Trust (CA only)
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Contact Us
CPT Institute: Protecting Government Benefits for the Injured and At Risk
  • Schedule a Consultation
  • Schedule a Training
  • DONATE
Contact Us
  • About CPT
    • Why Choose CPT
    • Our Team
    • Non Profit
    • Educational Training
    • Testimonials
  • Solutions
    • First Party Special Needs Trust
    • Third-Party Special Needs Trust
    • Settlement Management Trust (SMT)
    • POOLED INCOME TRUST
(PIT)
    • Minor’s Settlement Trust (CA only)
    • Spend Down
  • Attorneys & Professionals
    • Resources Library
    • FAQ
  • Prospective Clients
    • Prospective Clients
    • Resource Library
    • FAQ
  • Our Clients
    • Disbursement Request Form
    • Disbursement Request General Information
    • Portal Access
    • New Clients Start Here
    • Resources Library
  • Resources Library
    • Attorneys & Professionals
    • Clients
    • Prospective Clients
    • Blog
  • Pricing
  • Funding

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 Rd. #107-174
San Marcos CA, 92078

Contact Us

Consultations & Training
Phone: (855) 278-7681
Email: join@cptcharity.org

Hours: M-TH 6:00 AM - 4:00 PM PST
Fridays: 6:00 AM - 12:00 PM PST

Trust Client & Advocate Help
Phone: (877) 695-6444
Fax Requests: 619.431.1997
Email Requests: inbox@cptcharity.org
Hours: M-TH 6:00 AM - 4:00 PM PST
Fridays: 6:00 AM - 12:00 PM PST

Quick Links

  • The Special Needs Guide
  • Consult Video
  • Signing Video
  • Resource Library - Prospective Clients
  • Disbursement Request From
  • CPT Portal

Donate

501(C)(3) Non-Profit Charity
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