Self Funded Trust
Wispact Trust I Self-Funded
- Wispact-Master-Trust-I-November-2016 (11-2016)
- Attorney Instructions for Trust 1 (2-13-2019)
- Checklist for Attorneys Submitting Wispact Trust Forms (2-13-2019)
- Trust I Contribution Agreement – Application (2016)
- Asset Transfer (Funding) Record (2016)
- IRS Form W9
- Contact and Planning (2017)
- Social Security Release of Information for IRS (10-10-2018)
- Wispact SSA Release (10-10-2018)
- Medicaid Release of Information
- Heirs-At-Law
- Customer Identification Program Form (6-18-2018)
- Loan Agreement (6-18-2018)
- New Trust Intake Questionnaire – Wispact (6-18-2018)
- Creation Grant Application
- Investment Performance and Asset Allocation
- Summary of Recent Market Activity: SEI