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.

ALL TRUST BENEFICIARIES

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

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  • The price for the one-time trust set-up and administration are withdrawn from the trust upon funding.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