Helping people with disabilities protect benefit eligibility since 1972



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
  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. Include 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
Albany, New York 12201

Please ONLY send deposit checks to this address.

Ready to get started? Visit the Documents and Forms page to begin your application.

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