Hidden Resource Library
Disbursement Requests
Guides
- DRF Explainer
- DRF Explainer (Spanish Version)
- Disbursement Request Guide (Through Website)
- Disbursement Request Form Example
- How to Submit a Electronic Disbursement Request Video
- Electronic DRF
- Printable Disbursement Request Form (English PDF Version)
- Printable Disbursement Request Form (Spanish PDF Version)
- Receipt Tracking Log (Electronic Form)
- Spanish Receipt Tracking Log (Electronic Form)
Electronic Forms
- Able Account Agreement (Portal Library Link)
- Change of Beneficiary Advocate Form (Portal Library Link)
- Mileage Log (Portal Library Link)
- Prepaid Burial Form (PENDING PORTAL)
- Purchase of a Vehicle (Portal Library Link)
- Purchasing a Primary Residence Form (Portal Library Link)
- Rent Automation Agreement (Portal Library Link)
- Spending Plan Form (Portal Library Link)
- Example Form
- Spending Categories Worksheet
New Clients
- 3-4-3 Packet
- Paquete-3-4-3
- Different Ways to Use Your Trust Video
- Frequently Asked Questions
- Welcome Packet
- Welcome Packet (Spanish Version) - Paquete de Bienvenida
Portal Resources
- CPT Portal Access Video
- CPT Portal Guide (PENDING PORTAL)
- Add the Portal to iPhone Home Screen (PENDING PORTAL)
- Portal Access Link