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PLEASE NOTE: The funding procedure for new accounts has changed. New accounts can now fund a trust by mailing a check directly to the bank or by a one-time electronic deposit. See instructions.
Here are the documents to establish a pooled trust to meet your Medicaid income spend-down. 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.
Please mail or fax completed forms to:
NYSARC Trust Services
P.O. Box 1531
Latham, NY 12110
Fax: (518) 439-2670
PLEASE NOTE: An original copy of your Joinder Agreement must be notarized and mailed to this address to complete your enrollment.
"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."