Third-Party Trust
Wispact Trust II Third-Party
Unfunded Trust II Creation Documents
The following documents will be necessary if the Trust II will be submitted as “Unfunded” (i.e. will not be funded within 12 months of submission of application materials)
- Checklist for Attorneys Submitting Trust Application Forms (2020)
- Trust II Contribution Agreement
- Trust II Application
- IRS Form W-9
- Contact and Planning (2020)
- Statement of Powers (optional)
- Distribution Amendment (optional)
Funded Trust II Creation Documents
The following documents will be necessary if the Trust II will be submitted as “Funded”
- Checklist for Attorneys Submitting Trust Application Forms (2020)
- Trust II Contribution Agreement
- Trust II Application
- IRS Form W9
- Contact and Planning (2020)
- Social Security Release of Information for IRS (10-10-2018)
- Wispact SSA Release (10-10-2018)
- Medicaid Release of Information
- Statement of Powers (optional)
- Distribution Amendment (optional)
- New Trust Intake Questionnaire – Wispact (6-18-2018)
- Creation Grant Application (2020)