Our Clients Resource Library
Disbursement Requests Guides
DRF Explainer - A guide to help you fill out the PDF version of the Disbursement Request Form above, including the Receipt Tracking Log
DRF Spanish - PDF del Formulario de Solicitud de Desembolso. Utilice este formulario para solicitar el retiro de fondos de su fideicomiso.
How to Submit an Electronic Disbursement Request Video - A video to walk you through
the electronic version of the Disbursement Request Form, found through our website.
Disbursement Request Form Through Website - A PDF guide to assist you with filling out the electronic Disbursement Request Form through the CPT Institute website.
Disbursement Request Form Example - An example form to assist you with filling out the Disbursement Request Form.
Electronic Forms
Electronic DRF - This is an electronic version of the Digital Request Form. For additional information about this form, please see the “Disbursement Request Form Example” under the “Guides” section above.
Receipt Tracking Log (Electronic Form) (Portal Library Link) - Use this electronic form for submitting multiple receipts. Please enter all transactions listed on your credit card statement/True Link Card Activity Report that you would like to be counted.
Spanish Receipt Tracking Log (Electronic Form) (Portal Library Link) - Utilice este formulario electrónico para enviar varios recibos. Ingrese todas las transacciones que aparecen en su estado de cuenta de tarjeta de crédito o en el Informe de Actividades de la Tarjeta True Link que desea que se incluyan.
Change of Beneficiary Advocate Form (Portal Library Link) - A downloadable to change the Beneficiary Advocate and Successor Advocate
Prepaid Burial Form (Portal Libarary Link) - Use this form to verify the details of your Funeral/Cremation.
Purchasing a Primary Residence Form (Portal Library Link) - A form to request CPT to use your trust assets for a purchase of a house.
Spending Categories Worksheet (Portal Library Link) - This PDF is designed for clients to complete their Annual Spending Plan with CPT Institute. It provides a structured format to outline your anticipated expenses and financial goals for the year. By completing this plan, you can effectively manage your resources and ensure your financial needs are met throughout the year.
Spending Plan includes the following documents:
Spending Plan Categories
Spending Plan Proposed Worksheet
- Example Form - This document provides step-by-step instructions and examples to help you accurately complete your Spending Plan with CPT Institute. It guides you through each section, ensuring that you understand how to detail your financial needs and allocate resources effectively.
- Spending Categories Worksheet - This worksheet will allow you to summarize your main monthly expenses. Please use this as a tool to complete the Proposed Annual Spending Plan.
Printable Disbursement Request Form (English PDF Version) - PDF of the Disbursement Request Form. Use this form to request to withdraw funds from your trust.
Printable Disbursement Request Form (Spanish PDF Version) - PDF del Formulario de Solicitud de Desembolso. Utilice este formulario para solicitar el retiro de fondos de su fideicomiso.
Able Account Agreement (Portal Library Link) -An agreement to automate a monthly transfer to your ABLE account in the amount of $1500.
Mileage Log (Portal Library Link)
- Use this form to request payment for your mileage.
Purchase of a Vehicle (Portal Library Link) - A form to request CPT to use your trust assets for the purchase of a vehicle.
Rent Automation Agreement (Portal Library Link) - This document is a Rent Automation Agreement form used to automate rent or mortgage payments through the CPT Institute for beneficiaries. It requires users to provide their lease or mortgage details and confirms payment instructions for timely processing
- Ejemplo de Plan de Gastos - Este documento proporciona instrucciones paso a paso y ejemplos para ayudarle a completar con precisión su Plan de Gastos con el Instituto CPT. Lo guía a través de cada sección, asegurando que comprenda cómo detallar sus necesidades financieras y asignar recursos de manera efectiva.
- Hoja de Trabajo del Plan de Gastos - Este PDF está diseñado para clientes de habla hispana para completar su Plan Anual de Gastos con el Instituto CPT. Proporciona un formato estructurado para detallar sus gastos anticipados y objetivos financieros para el año. Al completar este plan, podrá gestionar eficazmente sus recursos y garantizar que sus necesidades financieras se cubran a lo largo del año.
New Clients
3-4-3 Packet - 3 Non-Negotiable rules, 4 ways to use your Account, and 3 guiding principles. Use this packet for information about how to protect your SSI, Medicaid, how to use your trust, and how to protect your government benefits.
Paquete 3-4-3 Spanish - 3 reglas innegociables, 4 formas de usar su cuenta, y 3 principios rectores. Utilice este paquete para obtener información sobre cómo proteger su SSI, Medicaid, cómo usar su fideicomiso y cómo proteger sus beneficios del gobierno
Different Ways to Use Your Trust Video - A video detailing ways of how and when to your trust.
Frequently Asked Questions
Welcome Packet - This PDF includes information on the next steps after signing your trust document, contacting your CPT representative, policies and procedures, and other important information.
CPT Institute Welcome Packet (Spanish) - La versión en español del paquete de bienvenida del CPT Institute.
Portal Resources
CPT Portal Access Video - A video on accessing the CPT Institute Portal.
Portal Access Link - This link will lead you to the CPT Portal Login page.
Trust Resources
Allowable Distributions - A link which will lead you to information about areas where you can use your trust funds.