Self Funded Trust
Wispact Trust I Self-Funded
- Attorney Instructions for Trust I
- Attorney Checklist
- Trust I Contribution Agreement – Application
- Asset Transfer (Funding) Record
- IRS Form W9
- Contact and Planning
- 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 email@example.com, 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.