Our Clients Resource Library

Trust Resources

Allowable Distributions

Different Ways to Use Your Trust Video

Portal Resources

Portal Access Link

Portal Access Video

Website Resources

How to find the forms Your CPT Representative is referring to

How to schedule a consultation

How to submit a Disbursement Request

Disbursement Request

Online Disbursement Request Form

Disbursement Request Form

Receipt Tracking Log

Solicitud De Desembolso

Registro de seguimiento en Español


Change of Beneficiary Advocate Form

Purchasing a Primary Residence Form

Prepaid Burial Form

Purchase of a Vehicle

CPT QR Rent Automation Agreement

Receipt Tracking Log

Registro de seguimiento en Español

Reimbursement Forms

Mileage Log

Resource Library

Frequently Asked Questions