Self Funded Trust
Wispact Trust I Self-Funded
- Wispact-Master-Trust-I-November-2016 (11-2016)
- Attorney Instructions for Trust I (2018)
- Attorney Checklist (2017)
- Trust I Contribution Agreement – Application (2016)
- Fee-Disclosure (effective October 1, 2015)
- Asset Transfer (Funding) Record (2016)
- IRS Form W9
- Contact and Planning (2017)
- Social Security Release of Information for IRS
- Wispact SSA Release
- Medicaid Release of Information
- Heirs-At-Law Trust
- Customer Identification Program Form
- Court File Release Form
If you are also establishing a Medicare Set-Aside Sub-trust, please contact Kristi Papez at firstname.lastname@example.org, to request those creation forms.
Looking for information regarding placing unique assets into a Wispact Trust? Download the form below.
Do you require creation forms for self-funded 1396(p)(d)(4)(A) trusts? View the documents here.