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Sponsor Agreement Forms

Sponsor Agreement_1 (Self-Settled by Beneficiary, Parent or Grandparent (FILLABLE))

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Sponsor Agreement_2a (POA for self)

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Sponsor Agreement_2a (DPOA 1 Agent)

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Sponsor Agreement_2a (DPOA 2 Agents)

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Sponsor Agreement_2b (Parent or Grandparent DPOA)

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Sponsor Agreement_3a ((one conservator) Fillable)

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Sponsor Agreement_3b ((two conservators) Fillable)

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Sponsor Agreement_4 (Court- Fillable)

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Sponsor Agreement_5 (Mark Attest – Fillable)

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Sponsor Agreement_6 (DB Unable to Mark)

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Other Forms

Trust Instrument

Guardian Community Trust for Supplemental Needs, also referred to as the “Master Trust Instrument”. This instrument is incorporated into, and governs, all individual trust accounts.

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Disability Trust Programs Brochure

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Trust Information Request Form

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Reimbursement Forms

Forms that the beneficiary (or responsible party) uses to request distributions from an individual trust account.

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Special Circumstances: Travel Reimbursement

*All Special Circumstances must be pre-approved before submitting

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Special Circumstances: Mileage Reimbursement

*All Special Circumstances must be pre-approved before submitting

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