Community Trust I Documents

Here are the documents to establish a pooled trust for excess income and/or resources. To review versions of these documents in Spanish, visit Documentos y Formularios en Espanol.

Ready to apply? Complete the Joinder Agreement below and have it notarized. For instructions and information about the items currently required when submitting an application, visit How to Enroll in a Pooled Trust.

We are here to assist you! For help with a trust application or any other questions, please call 518-439-8323.

• Joinder Agreement - Fillable (Trust Application)

• Information & Procedures

• Fee Schedule

• Pass-through Fee Schedule (for monthly deposits)

• Master Trust - Community Trust I

• Pooled Trust for Excess Resources/Assets

• Monthly Electronic Deposit Form

• Changes to Address/Living Situation

• Automatic Payment Application

Please mail completed forms to:

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