Please read all of the instructions below.
- Electronic copy of the executed trust documents.
- A copy of the client’s signed Social Security card (some exceptions apply) . Note: The client’s name on
the trust documents must match their Social Security Card. Please contact CPT if this is an issue.
- All funds must be sent directly to the custody agent designated below. Do not mail funds to our
Failure to complete the steps above will result in funding being returned.
Important Note: Trust setup and administration fees will be taken from trust corpus upon funding. There is no need to send separate payment.
Immediate singing and funding require unique funding instructions. Please inform your assigned Trust Officer if this applies.
CALIFORNIA POOLED SPECIAL NEEDS TRUST BENEFICIARIES
Click the button below for funding instructions for all new California trust beneficiaries using a First-Party Pooled Special Needs Trust.
ALL OTHER TRUST BENEFICIARIES
Click the button below for funding instructions for all other clients such as Third-Party Pooled Special Needs Trusts, Settlement Management Trusts, Minors Settlement Trusts, and First-Party Pooled Special Needs Trusts in states other than California.
MEDICARE SET-ASIDE ACCOUNTS
Click the button below for funding instructions for new trust beneficiaries that will be using a Medicare Set-Aside account with a professional MSA administrator. If your professional administrator is not listed, please contact your assigned Trust Officer for clarification.
Reminder: All checks and annuity payments must be titled the same. No fee payment required in advance. The trust setup fees and the first year’s administration fee will be taken from trust seed money. Please make sure that the name on the payee line match the client's Social Security card.