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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.
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:
If you have questions or need more information, please call customer service at (518) 439-8323.
"NYSARC Trust Services representatives have always been very professional and wonderful people to work with. They are doing great work with helping people in need."
"Yours is the gold standard by which all agencies should be measured."
"The quality of service offered by NYSARC Trust Services is unparalleled."
"With a NYSARC trust we know she will always be cared for."
"You enable seniors to live their remaining lives with dignity. The work you do is appreciated more than you know."
"Your organization is a magnificent group of people dedicated to providing the elderly and disabled with a life of dignity."