Funding

Instructions to fund your Trust and Medicare Set-Aside Account

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.

1st Party SNT, 3rd Party SNT, Settlement Management Trusts & Minor’s Trusts

VIA CHECK

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

Send to:
CPT Institute
310 S. Twin Oaks Valley Road #107-315
San Marcos, CA 92078-4387

MEDICARE SET-ASIDE ACCOUNTS

Medivest

  • Make checks payable to: "Medivest Benefit Advisors, Inc., For CPT as TTEE FBO [TB Legal Name]"

  • Send Check To: Medivest Benefit Advisors, Inc. P.O. Box 23910 Santa Barbara, CA 93121

Ametros

  • Make checks payable to: "Ametros for CPT Institute as TTEE FBO [Trust Beneficiary Legal Name]"

  • Send Check To: Ametros Financial Corporation, PO Box 327, Memphis, TN 38101

 

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

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  • The price for the one-time trust set-up and administration are withdrawn from the trust upon funding.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