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Self Funded Trust

Wispact Trust I Self-Funded

  • Wispact-Master-Trust-I-November-2016   (11-2016)
  • Attorney Instructions for Trust 1 (2020)
  • Checklist for Attorneys Submitting Trust Application Forms (2022)
  • Trust I Contribution Agreement – Application (2016)
  • IRS Form W9  (link to external irs.gov)
  • Contact and Planning (09-13-2021)
  • Wispact SSA Release (10-10-2018)
  • Medicaid Release of Information
  • Heirs-At-Law 
  • Loan Agreement (2020)
  • Individual Spending Plan (2022)
  • Creation Grant Application (2022)

 

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Madison, WI 53714

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P: (608) 268-6006
Toll Free: (833) 653-6503
F: (608) 252-8449

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Wispact Inc. is a private nonprofit organization that administers pooled and community Special Needs Trusts for people with disabilities. Based in Madison, Wispact manages the Special Needs Trusts for more than 3,000 people throughout the state of Wisconsin.

© 2020 Wispact, Inc | Disclaimer | Accessability Statement | Board of Directors Login

Documents required to establish a Wispact Trust are provided as a service to the Wisconsin legal community. Wispact Trust I and II Contribution Agreements have been approved by the State of Wisconsin, copyrighted and may not be altered. Establishing a Special Needs Trust is a complex and exacting process, and if executed improperly may carry penalties. Therefore, Wispact Trust documents must be completed and submitted only by a licensed Wisconsin attorney.

ATTORNEYS: You must read and agree to the Attorney Disclaimer before continuing to the next page.