NOTICE TO ALL POOLED TRUST PARTICIPANTS:
Pursuant to sections 4.3 and 4.4 of the Master Trust Agreement dated July 20, 1999, The Arc Oregon has appointed Key Bank National Association as the new Trustee of the Oregon Special Needs Trust. The Master Trust Agreement has been amended and dated November 25, 2015. The Joinder Agreement has been amended to reflect the new Trustee and Master Trust Agreement. All changes to the Joinder Agreement apply to all current pooled trust participants and all previously executed Joinder Agreements are immediately deemed to be amended accordingly. You are encouraged to review the new Joinder Agreement documents posted on the Forms and Documents page of The Arc Oregon website. Upon your annual review date, you will receive an Updated Joinder Agreement and will be required to sign and return the document when requested. Please do not hesitate to contact our office if you have any questions!
IMPORTANT! We now have new Joinder Agreements and a new Master Trust Agreement. ALL new accounts MUST use the most recent documents that are noted below as NEW. Joinder Agreements can be downloaded and saved to your computer so that you may complete the form electronically and save your work.
These forms and documents can be viewed online and/or downloaded and printed.
- Getting Started Guide
- Annual Spending Target Examples
- Application Checklist
- Joinder Agreement – 1st Party NEW
- Joinder Agreement – 3rd Party NEW
- Master Trust Agreement – 2015 11Nov – Key Bank NEW
- Benefit Re-certification Release of Information
- Sample Petition Language for Court Order (1st Party trusts)
- Fee Schedule
- Fee Schedule NEW – Effective January 1, 2016
TRUST CLIENT DOCUMENTS
- Welcome Handbook
- Disbursement Request Form – General
- Disbursement Request Form – Recurring
- Disbursement Request Form – Travel
- Change Form – Contact Information
- Change Form – Authorized Persons
- Authorization to Release Information
These forms can be completed and submitted online.
- Disbursement Request
- Contact Information Update
- Benefit Information Update
- Online Account Access Request
- Contact Us