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How to Enroll in a Pooled Trust

Follow the steps below to enroll in a pooled trust with NYSARC Trust Services. 

A pooled trust is quick and easy to set up because approved trust documents are already in place. Simply complete the Joinder Agreement (trust application), attach the necessary supporting documentation, and mail the original copies to NYSARC Trust Services with a minimum initial deposit of $300. 

If you need assistance, please call customer service at 518-439-8323 or contact us online. We would be happy to review the application with you and answer any questions you have. 

Step 1: Gather Necessary Documentation

To get started you will need to provide copies of the following items with your application:

Depending on your situation, you may also need to provide:

  • Copy of POA or Guardianship, if Joinder Agreement is signed by agent or guardian
  • If account is established by Court Order, a copy of the Court Order is required

Step 2: Complete Application (Joinder Agreement)

  • Fill out the NYSARC Community Trust Joinder Agreement and have it notarized
  • The application for Community Trust I and Community Trust II are identical 
  • Can be signed by the beneficiary, Power of Attorney (POA), guardian, parent or grandparent
    • If signed by POA - submit a copy of the POA
    • If signed by Guardian - submit court decree 
  • Visit Documents and Forms to get started!

Step 3: Mail Joinder with Documentation and Initial Deposit

  • Initial Deposit Amount:
    • The minimum deposit to open an account is $300, which includes a one-time enrollment fee
    • You can also open a trust with your initial deposit of excess resources or income
    • Your first deposit must be "guaranteed" funds (e.g. cashier's check, money order, or certified check) made payable to NYSARC, Inc. Community Trust
  • Mail the original, notarized Joinder Agreement with supporting documentation and initial funding to NYSARC Trust Services:

    NYSARC Trust Services
    P.O. Box 1531
    Latham, NY 12110

If you have questions or need more information, please call customer service at (518) 439-8323.

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