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.

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Community Trust III Documents

Here are the documents to establish a pooled trust for excess resources of $250,000 or more.

Ready to apply? Complete the Joinder Agreement below and have it notarized. 

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

Please mail completed forms to:

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

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