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How to Enroll in 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.

Items currently required when submitting an application:

  • Completed Joinder Agreement (signed and notarized)
  • Copy of Social Security Card (to apply for a replacement card, visit www.ssa.gov) and 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)
  • Guaranteed funds in the amount of $300.00 (e.g. bank check or money order) made payable to NYSARC, Inc. Community Trust, fbo Beneficiary’s name, must be sent to:

NYSARC Trust Services
PO Box 1531
Latham, New York 12110

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

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

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