Special Needs Trust Foundation
Pooled Trust under Section 1917 (d)(4)(C) of the Act
This trust is established under Section 1917 (d)(4)(C) of the Social Security Act (42 U.S.C. § 1396p(d)(4)(C).
1. Trust Established with Assets of Disabled Individual
This trust was established with the assets of an individual (______________________) who was disabled as defined in 42 U.S.C. § 1382(c)(a)(3).
2. Pooled Trust Established and Maintained by a Nonprofit Association
This Trust is established and maintained by a nonprofit association that is an organization defined in section 501 (c) of the Internal Revenue Code (IRC) and that also has tax-exempt status under section 501 (a) of the IRC: The Special Needs Trust Foundation of San Diego, California.
3. Trust Pools Funds and Maintains Individual Account
The Trust pools its funds, yet maintains an individual account for the Beneficiary and provides an individual accounting.
4. Sole Benefit Trust
______________________ is the sole Beneficiary of the individual trust account.
5. Grantor is Individual/Parent/Grandparent/Legal Guardian/Court
This trust is established by ______________________, the ______________Disabled Individual.
6. Distribution from the Trust on Death of Beneficiary
The Trust provides that, after the payment of management and investments fees associated with that account, as well as payment for any other allowable expenses, the Trustee shall pay out all funds remaining in the individual's account, up to an amount equal to the total amount of medical assistance paid on behalf of the individual by the State(s) Medicaid programs to the appropriate state agencies. Any trust property then remaining in the Beneficiary's sub-account shall be distributed in accordance with the Joinder Agreement.
Once all assets of the trust have been distributed, the trust shall terminate.
7. Trust Is Irrevocable
The trust is irrevocable.
8. Trust Meets the Requirements of Medicaid Pooled Trust Exception
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