Third-Party Trust
New Forms (for submissions beginning Jan. 1, 2023)
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)
- Attorney Checklist-2023
- Trust II Contribution Agreement (2023)
- IRS Form W-9 (external link to irs.gov)
- Contact and Planning Information (2021)
- Expanded Power of Appointment – Trust II (2023)
Funded Trust II Creation Documents
The following documents will be necessary if the Trust II will be submitted as “Funded”
- Attorney Checklist-2023
- Trust II Contribution Agreement (2023)
- IRS Form W9 (external link to irs.gov)
- Contact and Planning Information (2021)
- SSA Release of Information BPQY (2018)
- Medicaid Release of Information
- Individual Spending Plan (2023)
- Creation Grant Application (2023)
- Expanded Power of Appointment – Trust II (2023)
- Wispact Retained Fund Grant Policy Acknowledgement (2023)