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MARC (FirstParty) Special Needs Pooled Trust Application (7)APPLICATION SUBMISSION Please submit the completed application, W9 and required attachments along with a check payable to PLAN of Massachusetts and Rhode Island, Inc. for the enrollment fee: The fee is $600 for enrollments that do not involve a conservator, guardian, attorneyinfact, or other fiduciary or agent. The fee is $750 for enrollments that do involve a conservator, guardian, attorneyinfact, or other fiduciary or agent

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How to fill out first party special needs

01

Gather all necessary documentation related to the individual's medical condition and financial status.

02

Complete the special needs application form, ensuring all sections are filled out accurately.

03

Provide details of the individual's specific needs and how they will benefit from the special needs trust.

04

Include information about any existing trusts or other relevant financial support.

05

Review the completed application for accuracy and completeness before submission.

06

Submit the application to the appropriate authority or agency responsible for processing first party special needs trusts.

Who needs first party special needs?

01

Individuals with disabilities who require assistance to manage their financial resources.

02

Persons receiving government benefits, such as Medicaid or SSI, who want to protect their eligibility while obtaining additional support.

03

Those who have received a settlement, inheritance, or other financial windfall that could jeopardize their benefits.

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What is first party special needs?

First party special needs refers to a type of trust established for individuals with disabilities that are funded with the person's own assets, typically to preserve eligibility for government benefits.

Who is required to file first party special needs?

Individuals with disabilities who have their own assets and wish to preserve their eligibility for government assistance programs are required to file first party special needs.

How to fill out first party special needs?

To fill out first party special needs, you need to gather necessary documentation regarding your assets, complete the trust document, and ensure it meets legal requirements, which may include consulting with an attorney experienced in special needs planning.

What is the purpose of first party special needs?

The purpose of first party special needs is to allow individuals with disabilities to have access to their own funds while maintaining eligibility for critical government benefits like Medicaid and Supplemental Security Income.

What information must be reported on first party special needs?

Information that must be reported includes details about the individual's assets, the terms of the trust, the beneficiaries, and how funds will be used for the beneficiary's needs.

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