The Arc of Washington State 10-1-2003 The Washington State Developmental Disabilities Endowment Trust Fund’s Guide to Enrollment You’ve Got Questions…We’ve.

The Arc of Washington State 10-1-2003

The Washington State Developmental Disabilities Endowment Trust Fund’s

Guide to Enrollment

You’ve Got Questions…We’ve Got Answers!

The Arc of Washington State 10-1-2003

What Is This ‘Legal Packet’?

In this packet you should have received the following: •Opening Letter (Single Page)

•Enrollment Instructions and Information (Single Page)

•Joinder Agreement (Legal Document)

•Master Trust Agreement (Legal Document)

The Arc of Washington State 10-1-2003

Joinder Agreement…What’s That?

This is the legally binding document that you need to eventually fill out and have signed and notarized

• It contains info about the Trust you need to know (and)

• It contains spaces for you to fill in your own info

The Arc of Washington State 10-1-2003

What Info Do You Need To Fill In?

Let’s start at the beginning (Page 3) of the Joinder

Finish

You are here

Start (p.3)

Please note that pages 1 – 2 provide definitions of terms used in this agreement and may be a helpful reference.

The Arc of Washington State 10-1-2003

(p.3) Primary Donor & Beneficiary

• This is the person who is setting up, filling out the documents, and submitting the trust fund application.

• This is the person with the developmental disability for whom the trust is being established.

Primary Donor

Beneficiary

The Arc of Washington State 10-1-2003

(p.4) Legal Representative & Primary Representative

• This is the person who is a legal representative for the beneficiary. (This could be a guardian or rep. payee. Also, if the beneficiary is under 18 the parents are the legal guardians)

• This is the person who will request disbursements and receive the quarterly statements for the account.

Legal Representative Primary Representative

The Arc of Washington State 10-1-2003

• For this page please list who you would like to be primary representative if the first person listed is no longer able to serve.

(p.5) Primary Representative Alternates

Primary Representative Alternates

The Arc of Washington State 10-1-2003

• Please list any forms of local, state, and government assistance that the beneficiary receives, including Medicaid and SSI.

(p.6) Current Government Benefits

Benefits

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(p.7) Insurance Policies and Disability

Health and Burial Policies Disability

• Is the beneficiary covered under any health insurance policy, or prepaid burial insurance plan?

• Describe the beneficiary’s developmental disability.

The Arc of Washington State 10-1-2003

(p.8) Disability (Continued)

Greatest Challenges

• In as much detail as you like, describe what you think will be the beneficiary’s greatest challenges in the future.

The Arc of Washington State 10-1-2003

(p.9) Disposition Plan• In this section you

will list where the money goes, if the beneficiary dies, and there is a balance remaining in their account.

K. Disposition Plan: 1. Distribution of Final Remainder on death of Beneficiary (the Final Remainder is the

money left in the Beneficiary's Individual Trust Account on his or her death not including unexpected State matching contributions or earnings on matching contributions) (this Disposition Plan may not be amended):

(i) Trust Fund I Remainder Share (OPTIONAL)

You may choose to leave a percentage of the Final Remainder in Trust Fund I to be used for the benefit of other Beneficiaries. This will, be assigned to other Beneficiaries according to the Governing Board's policies. If you choose to leave a portion of the Final Remainder in the Trust Fund I Remainder Account, please specify the percentage:

(i) Percentage of Final Remainder: %

If funds remain after distributions to the Trust Fund I Remainder Account, list below the persons or entities whom you would like to receive the funds as the Final Remainder Beneficiaries (No Donor, including the Primary Donor, or spouse of a Donor may be designated as a Final Remainder Beneficiary): (ii)

Name

Address

Is this person currently a Beneficiary of an Individual Trust Account in the Trust Fund I or Trust Fund II? (Yes/No)

If yes, would you like their share to go directly into their account? (Yes/No)

Telephone (ii) Percentage of Final Remainder: %

JOINDER AGREEMENT I Page 9 of 15 Revised 9-02

If you want to leave money to other individuals involved with this program place a % here

If you would like to leave money to other persons or organizations place a % here

The Arc of Washington State 10-1-2003

(p.10) Disposition PlanIf you have additional persons or organizations please list them here

Please note that the totals from all boxes need to equal 100%

K. Disposition Plan (Continued)

(iii) _ Name

Address

Is this person currently a Beneficiary of an Individual Account in the Trust Fund I or Trust Fund

II?(Yes/No)

If yes, would you like their share to go directly into their account? (Yes/No)

Telephone (iii) Percentage of Final Remainder: %

(iv)

Name

Address

Is this person currently a Beneficiary of an Individual Trust Account in the Trust Fund I or Trust Fund II?

(Yes/No)

If yes, would you like their share to go directly into their account? (Yes/No)

Telephone (iv) Percentage of Final Remainder: %

(v) Name

Address

Is this person currently a Beneficiary of an Individual Trust Account in the Trust Fund I or Trust Fund II? (Yes/No) If yes, would you like their share to go directly into their account? (Yes/No) Telephone (v) Percentage of Final Remainder: %

TOTAL OF PERCENTAGES: Total of percentages: % (Please verify that percentages in (i) through (v) total 100%.) 2. If any of the Final Remainder Beneficiaries listed above are deceased at the time of distribution,

unless otherwise provided above, the funds that would have been distributed to that beneficiary will instead be distributed to his or her descendants, per stirpes (the

JOINDER AGREEMENT I Page 10 of 15 Revised 9-02

The Arc of Washington State 10-1-2003

(p.11-13) For Your Information

• There are no sections to fill-in on these pages.

• Even though the legal language may seem a bit overwhelming it really is straightforward and we

encourage you to read these pages.

Are we finished

yet?

The Arc of Washington State 10-1-2003

(p.14) Signature Page

On the bottom of page 14 you will find:• A space to fill in the date• A line title ‘Primary Donor’ for

you to sign.• Do not worry about the lines below this, those

are what we sign when we receive your Joinder.

• Do not sign your Joinder until you are with the notary. They notarize that it is your signature.

The Arc of Washington State 10-1-2003

(p.15) Notary Page

On page 15 you will find two notary boxes:• The first boxed area is for your

notary to notarize.• The second is for us to notarize after

we receive your Joinder.Your Notary

Our Notary

The Arc of Washington State 10-1-2003

Schedule A & B

Schedule A Schedule B

These schedules are for your information, there is nothing to fill-in.

The Arc of Washington State 10-1-2003

Schedule CDisbursement Plan

• For this schedule the primary donor is asked to identify goods and services the beneficiary may need for future disbursements.

• You can go into as much detail as you like.

• We realize these may change as years pass.

• Just because you do not check something now, does not mean you cannot request a disbursement for it later.

Start (p.3)

You are here

Finish

The Arc of Washington State 10-1-2003

What Can You Amend?

• Legal Representative• Primary Representative• Primary Representative

Alternates• Government Benefits• Insurance Policies• Schedule C –

Disbursement Plan

• Primary Donor• Beneficiary• Disposition Plan (Final

Remainder)

Can Amend Can’t Amend

The Arc of Washington State 10-1-2003

What To Do After The Joinder Is Complete?

To complete enrollment you will need two more things:

•$600 enrollment fee check

•Letter of Eligibility

The Arc of Washington State 10-1-2003

Completed, Signed and Notarized

Joinder

Letter Stating Eligibility

$600 Enrollment Fee Check

Completed Enrollment and

New Account Established

Have You Completed These 3 Things?1 2 3

Mail to The Arc of Washington

The Arc of Washington State 10-1-2003

Please call: • Patti Bell or Tamara Roberts or • Kimberly Butler at

1-888-754-8798, ext. 103, 106 or 109

Email:• [email protected], [email protected] or

[email protected]

Website: • www.arcwa.org (Click on the Endowment Trust Fund Link)

Contact Information