Civil Superior / Workers Compensation


Settlement Document Language

Court Support: Adults with capacity can establish their own Special Needs Trust. If you wish to include language in the petition, please see below. Please include the following in your court document language:

  • "Plaintiff/Applicant is eligible or currently qualifies for needs-based government benefits. Funds will be placed in a Special Needs Trust to protect ongoing eligibility.”
  • Payee information to include in your documents is linked here.

Document Review

Once completed, please send us your court documents to be reviewed by our Directors here at CPT Institute prior to submitting them.


Send CPT Institute Required documents after court approval

  • All settlement documents
  • A copy of the client’s signed Social Security Card (some exceptions apply)
  • If a Structured Settlement is involved:
    • Final Structured Settlement/Annuity Quote
    • Finalized Annuity Contract (acquired from the settlement consultant/broker directly post-settlement)
  • If a Medicare Set-Aside is involved:
    • MSA Allocation Report
    • CMS Approval Letter

Signing with client

Schedule a time on my personal calendar with your client to review the trust documents with the client to set appropriate expectations for a successful transition.

In order to ensure the meeting is a success, please complete everything below prior to the appointment.

  • Ensure a copy of the client’s signed Social Security Card is on file.
  • Full legal names and contact information for potential remainder beneficiaries of trust funds should be known before the meeting.
  • Please have the client watch our 6-minute signing video (available in English and Spanish).
  • A witness over 18 (or a notary) is required to complete the signing.
  • Executed electronic copies accepted upon completion.
  • Spending plan sheet
  • Link to funding instructions.

Funding Reminder

Funding Instructions: Please ensure the titling instructions include your client’s legal name as it appears on their Social Security Card.

Funding Instructions

*Immediate signing and funding require individual funding instructions, please inform your assigned CPT Representative if this applies.

Once we receive the check it takes about 2-3 business days to clear, we will contact and notify all parties. Please visit our “What’s Next” webpage to ensure a smooth transition.