ENROLLMENT

The Family Trust program requires all beneficiaries to complete a Sponsor Agreement form for participation in its Pooled Trust program.

In addition, each beneficiary or his or her legal representative completes a Beneficiary Distribution Plan indentifying how the funds in the Pooled Trust account will be allocated for the beneficiary during his or her life time.

If you would like to learn more about how to enroll, or have any other questions, please do not hesitate to contact us today.