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MARC (FirstParty) Special Needs Pooled Trust Application (9/2020)APPLICATION SUBMISSION Please submit the completed application, W9 and required attachments along with a check payable to PLAN of Massachusetts

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How to fill out first party trust application

01

Gather all necessary documents such as proof of identity, proof of income, and proof of assets.

02

Fill out the application form with accurate information.

03

Sign and date the application form.

04

Submit the completed application form along with supporting documents to the appropriate agency or organization.

Who needs first party trust application?

01

Individuals who are seeking to establish a trust for themselves or a loved one who may have special needs or disabilities.

02

Court-appointed guardians or conservators who need to manage the assets of incapacitated individuals.

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What is first party trust application?

A first party trust application is a legal document used to create a trust for an individual’s own assets, often to protect those assets from being counted for Medicaid eligibility or to manage estate planning.

Who is required to file first party trust application?

Individuals who have assets that they want to protect from being counted for certain government benefits, such as Medicaid, are required to file a first party trust application.

How to fill out first party trust application?

To fill out a first party trust application, individuals need to provide information about the grantor, the beneficiaries, the assets being transferred to the trust, and the purpose of the trust, often seeking assistance from an attorney specializing in trust law.

What is the purpose of first party trust application?

The purpose of a first party trust application is to legally establish a trust that allows the individual to manage their assets while maintaining eligibility for government benefits and ensuring that the assets are used for their benefit.

What information must be reported on first party trust application?

The application must report the names and addresses of the grantor and beneficiaries, a detailed list of assets being placed in the trust, the terms of the trust, and any relevant financial information.

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