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SPECIAL NEEDS PLANNING QUESTIONNAIRE Submitted to:Cox Law Group 127 Luciano Drive, Suite 201 Annapolis, Md. 21401 Planning for Your Peace of Mindless read before beginning your responses to this Questionnaire Proper

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What is special needs planning questionnaire?

The special needs planning questionnaire is a form designed to gather information about a person with disabilities and their specific financial and care needs.

Who is required to file special needs planning questionnaire?

The individual responsible for the care and financial management of a person with disabilities is required to file the special needs planning questionnaire.

How to fill out special needs planning questionnaire?

The special needs planning questionnaire can be filled out by providing detailed information about the person with disabilities, their financial assets, income sources, medical needs, and future care plans.

What is the purpose of special needs planning questionnaire?

The purpose of the special needs planning questionnaire is to help create a comprehensive plan for the financial security and well-being of a person with disabilities.

What information must be reported on special needs planning questionnaire?

Information regarding the person with disabilities' financial assets, income sources, medical needs, and future care plans must be reported on the special needs planning questionnaire.

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