Funding

Instructions to fund your Trust and Medicare Set-Aside Account

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Funding Checklist

  • An electronic copy of the executed trust documents.

  • Client's signed Social Security card (some exceptions apply) with legal name consistent on trust documents and payee line for all incoming funds.

  • If funding Medicare Set-Aside Accounts, please include "MSA" on the check memo line for payments.

To fund the following:

  • First-Party SNT
  • Third-Party SNT
  • Settlement Management Trusts
  • Minors Trust

Check

Payee: CPT Institute as TTEE FBO [Trust Beneficiary Legal Name]

Send to:
CPT Institute
13918 E Mississippi Ave #339
Aurora, CO 80012

Wire

Wire is available. Please reach out to your CPT Representative to provide you information.

MEDICARE SET-ASIDE ACCOUNTS

Medicare Set-Aside (MSA) Funding Instructions

To ensure proper processing and tracking of Medicare Set-Aside (MSA) funds, all MSA funding must first be sent to CPT Institute. CPT Institute will then disburse the funds to the designated MSA administration company selected for the claimant.

Approved MSA Administration Companies

Medivest Benefits Advisors

  • Make checks payable to:
    CPT as TTEE FBO [Claimant/Trust Beneficiary Legal Name] 
  • Memo Line: MSA – Medivest Benefits Advisors 

Ametros

  • Make checks payable to:
    CPT as TTEE FBO [Claimant/Trust Beneficiary Legal Name] 
  • Memo Line: MSA – Ametros Financial

Mailing Address

CPT Institute
13918 E. Mississippi Ave., Suite 339
Aurora, CO 80012

Important Funding Notes

  • Please ensure the claimant’s full legal name is included exactly as it appears on settlement documents. 
  • The memo line must clearly identify the selected MSA administrator to avoid processing delays. 
  • CPT Institute acts solely as the trustee/funding intermediary for proper routing of MSA funds. 
  • Funds are forwarded to the selected MSA administration company upon receipt and verification. 
  • For overnight delivery or ACH/wire instructions, please contact CPT Institute directly.

Common Funding Q&A

  • The price for the one-time trust set-up and administration are withdrawn from the trust upon funding.

  • Wire and Automated Clearing House (ACH) Direct Deposit are available but require trust documents on file before the request.

  • Electronic copies of trust documents accepted.