How do I enroll?

Trust I Enrollment Process

• Complete the Trust I Joinder Agreement. If you would like to schedule a meeting with the Trust Director, please call or email to schedule a time to meet or have a phone conference.

• All Donors (generally the parents who are establishing the trust) should sign the back page of the Joinder Agreement where indicated.

• If you would like to have online access to view and print your trust account statements, please indicate this on the Joinder Agreement.

• Mail the original copy of the Joinder Agreement to The Arc of Indiana Master Trust, 107 N. Pennsylvania Street, Suite 800, Indianapolis, IN 46204. Please note that it is necessary for the original copy of the Joinder Agreement to be mailed to The Arc Master Trust.

• Mail the check for the Enrollment Fee along with the Joinder Agreement. The check should be made payable to The Arc of Indiana. Please note the beneficiary’s name on the memo line of the check. If you have made prior arrangements with the Trust Director to make payments on the Enrollment Fee or have made payment by credit card, please note that when mailing in the Joinder Agreement.

• Once the completed Joinder Agreement is received and the full Enrollment Fee has been paid, The Arc Trust office will process the enrollment. Please allow 10 business days to process the enrollment.

• Once the enrollment is processed the Donor(s) will receive a Welcome Guide in the mail indicating the Trust I account number assigned to their trust along with a copy of the original Joinder Agreement for their file.

• 11 months after the date of the enrollment the Donor(s) will receive an Updated Joinder Agreement and statement for the Renewal Fee payment in the mail. Renewal Fees are always due on the last day of the anniversary month in which the trust was opened. As an example, if the trust was opened in May of 2012, the Updated Joinder Agreement and Renewal Fee statement is mailed in April of 2013 and the Renewal Fee is due by May 31, 2013. This mailing will be done every year until the trust is funded, at which time the Renewal Fee ends.

Trust II Enrollment Process

• Complete the Trust II Joinder Agreement. If you would like to schedule a meeting with the Trust Director or Assistant Trust Director, please call or email to schedule a time to meet or have a phone conference.

• In order to open a Trust II Account, the section in the Trust II Joinder Agreement regarding Remaindermen” must be filled out. Remaindermen refers to who will receive funds left in the trust upon the beneficiaries death. Examples of remaindermen that could be listed include family, friends, churches and charities.

• If you would like to have online access to view and print your trust account statements, please indicate this on the Joinder Agreement.

• The original Joinder Agreement, complete with the original signature by the appropriate person (see items a-d below), is needed to open the account. Copies cannot be accepted.

• The beneficiary, legal guardian, or parent may sign the back of the Trust II Joinder Agreement where indicated to open the trust.

If the beneficiary is a minor the parent or parents (natural guardians) or legal guardian (appointed by the court) MUST sign the back of the Joinder Agreement where indicated to open the trust. The minor child cannot sign the Joinder Agreement to open the account.

If there is a Guardian of Estate or Full Legal Guardian (Guardian of Person and Estate) that person or persons (if co-Guardians) must sign the back page of the Joinder Agreement, where indicated.

If there is a Guardian of Person only that person or persons (if co-Guardians) MAY sign the last page of the Joinder Agreement where indicated. The beneficiary may also sign in this case.

• If a lawsuit settlement will be used to fund the trust, a copy of the Court Order must be provided, along with the original copy of the Joinder Agreement.

• A copy of the guardianship papers (if appropriate) must be received in order to open the Trust II account.

• The check to fund the trust should be made payable to The Arc of Indiana. If the beneficiary’s name is not printed on the check, please note the beneficiary’s name on the memo line of the check.

• Mail the original copy of the Joinder Agreement, check to fund the trust, copy of the Guardianship papers (if appropriate), and copy of the Court Order (if appropriate) to The Arc of Indiana Master Trust, 107 N. Pennsylvania Street, Suite 800, Indianapolis, IN 46204. Please note that it is necessary for the original copy of the Joinder Agreement to be mailed to The Arc Master Trust.

• Once all of the appropriate documents are received, The Arc Trust office will process the enrollment. Please allow 10 business days for the enrollment to be processed.

• Once the enrollment is processed the main Key Person (or Key People if appropriate) will receive a copy of the original Joinder Agreement, the Trust II account number assigned to their trust, and a Welcome Guide with information on how to access and use the trust.

• Whenever funds are added to a Trust II account, please simply make the check out to The Arc of Indiana, indicating the beneficiary’s name and/or their Trust II account number on the memo line and mail the check to The Arc Master Trust office. If you would like confirmation that the addition has been made to the account please indicate that when you mail the check to us.

Please contact The Arc Master Trust if you have any questions regarding the Trust I or Trust II enrollment process.