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• What is a Pooled Special Needs Trust
  • What is the Legal Basis for Pooled Trusts?
  • Why Join the SSNPT
  • Key Features of SSNPT
• MSA/Pooled Trust Sub-Account
• Who is Who?
• Resources for Injury Victims
  • Glossary
  • FAQ
  • Instructions for Joining the Settlement Solutions National Pooled Trust
  • Fee Schedule

Instructions for Joining the Settlement Solutions National Pooled Trust

Setting up your Pooled Special Needs Trust sub-account
Establishing and accessing your sub-account is very easy with the Settlement Solutions Pooled Trust.  Here is how the process works:

1.  Complete the SSNPT intake.
2.  The joinder agreement and trust documents are prepared and then sent for execution.
3.  Call us to schedule a document review consultation to answer questions.
4.  Consult with your attorney and sign documents. Funding instructions are provided to your attorney.

You will need the following for your attorney:

•  A photocopy of your driver’s license, state ID card, military photo ID, passport, or other photo ID.
• If a court order is needed we will work with your attorney (oftentimes where the Beneficiary is a protected person under a guardianship).

After we receive all documents, you will receive instructions on how to fund your account.
Once your Pooled Special Needs Trust sub-account is funded, you will be able to begin making disbursement requests almost immediately. You will also receive a welcome packet.

For more detailed information on completing the Settlement Solutions National Pooled Trust Joinder Click Here.