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Third-Party Trust

Wispact Trust II Third-Party

  • Master Trust II
  • Attorney Instructions for Trust II (2020)

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 (2022)
  • Trust II Contribution Agreement
  • Trust II Application
  • IRS Form W-9 (external link to irs.gov)
  • Contact and Planning (09-13-2021)
  • 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 Applications Forms (2022)
  • Trust II Contribution Agreement
  • Trust II Application
  • IRS Form W9 (external link to irs.gov)
  • Contact and Planning (09-13-2021)
  • Wispact SSA Release (10-10-2018) 
  • Medicaid Release of Information
  • Statement of Powers  (optional)
  • Distribution Amendment (optional)
  • Individual Spending Plan (2022)
  • Creation Grant Application (2022)
Request for Distribution

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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.