PLEASE NOTE: The funding procedure for new accounts has changed. New accounts can now fund a trust by mailing a check directly to the bank or by a one-time electronic deposit. See instructions.

Join us Tuesday, November 2nd at 1 PM to learn how a pooled trust can help the people you serve qualify financially for Medicaid-funded home care and other community-based long-term care services. Register here.

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How to Establish a Pooled Trust

We are happy to guide you through the enrollment process. Please call customer service at (518) 439-8323 for assistance. Accounts are typically established in five (5) business days provided that you submit a complete, notarized Joinder Agreement and all required documentation.

Watch this video for step-by-step instructions to establish an account:


Items currently required when submitting an application:

  1. Completed Joinder Agreement (signed and notarized)
  2. Copy of Social Security Card (to apply for a replacement card, visit www.ssa.gov)
  3. Copy of Social Security Award Letter indicating benefit type and claim number (sample letter and instructions to verify benefits)
    • OR copy of SSA-1099 form (if provided, you do not need to send a copy of SS Card or Award letter)
  4. If someone other than the account Beneficiary is signing, you must also submit:
    • Copy of POA or Guardianship Decree, if signed by agent or guardian
    • Copy of the Court Order, if account is established pursuant to a Court Order

  5. Fund the trust with a minimum of $300, by check or one-time electronic deposit:
    • Electronic payment: Complete Electronic Deposit Form for a one-time electronic deposit. Inlclude completed form and a copy of a voided check with your Joinder Agreement.

    • Check payment: Make check payable or endorse to NYSARC, Inc. Community Trust, fbo Beneficiary’s name. Complete a New Account Deposit Slip and mail with payment directly to the bank. See separate mailing instructions below.

Please note: Check payment and enrollment package must be mailed separately.

Send the Joinder Agreement, supporting documents, and E-Deposit Form to NYSARC office at:

NYSARC Trust Services
PO Box 1531
Latham, New York 12110

Send check payment and deposit slip directly to the bank at:

NYSARC, Inc. Community Trust
PO Box 1788
Latham, New York 12201

Please ONLY send deposit checks to this address.

Ready to get started? Download the Joinder Agreement to begin your application.

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