1. The Washington State Developmental Disabilities Endowment Trust Fund’s
You’ve Got Questions…We’ve Got Answers!
The Washington State Developmental Disabilities Endowment Trust Fund’s
Guide to Enrollment
The Arc of Washington State

2. What Is This ‘Legal Packet’?
In this packet you should have received the following:
Opening Letter (Single Page)
Enrollment Instructions and
Information (Single Page)
Joinder Agreement (Legal Document)
Master Trust Agreement (Legal Document)
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3. Joinder Agreement… What’s That?
This is the legally binding document that you need to eventually fill out and have signed and notarized
It contains info about the Trust you need to know (and)
It contains spaces for you to fill in your own info
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4. What Info Do You Need To Fill In?
Let’s start at the beginning
(Page 3) of the Joinder
Start (p.3)
Finish
You are here
Please note that pages 1 – 2 provide definitions of terms used in this agreement and may be a helpful reference.
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5. (p.3) Primary Donor & Beneficiary
This is the person who is setting up, filling out the documents, and submitting the trust fund application.
This is the person with the developmental disability for whom the trust is being established.
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6. (p.4) Legal Representative & Primary Representative
This is the person who is a legal representative for the beneficiary. (This could be a guardian or rep. payee. Also, if the beneficiary is under 18 the parents are the legal guardians)
This is the person who will request disbursements and receive the quarterly statements for the account.
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7. (p.5) Primary Representative Alternates
For this page please list who you would like to be primary representative if the first person listed is no longer able to serve.
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8. (p.6) Current Government Benefits
Please list any forms of local, state, and government assistance that the beneficiary receives, including Medicaid and SSI.
Benefits
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9. (p.7) Insurance Policies and Disability
Health and Burial Policies
Disability
Describe the beneficiary’s developmental disability.
Is the beneficiary covered under any health insurance policy, or prepaid burial insurance plan?
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10. (p.8) Disability (Continued)
Greatest Challenges
In as much detail as you like, describe what you think will be the beneficiary’s greatest challenges in the future.
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11. (p.9) Disposition Plan
In this section you will list where the money goes, if the beneficiary dies, and there is a balance remaining in their account.
If you want to leave money to other individuals involved with this program place a % here
If you would like to leave money to other persons or organizations place a % here
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12. (p.10) Disposition Plan
If you have additional persons or organizations please list them here
Please note that the totals from all boxes need to equal 100%
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13. (p.11-13) For Your Information
There are no sections to fill-in on these pages.
Even though the legal language may seem a bit overwhelming it really is straightforward and we
encourage you to read
these pages.
Are we finished yet?
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14. (p.14) Signature Page On the bottom of page 14 you will find:
A space to fill in the date
A line title ‘Primary Donor’ for you to sign.
Do not worry about the lines below this, those are what we sign when we receive your Joinder.
Do not sign your Joinder until you are with the notary. They notarize that it is your signature.
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15. (p.15) Notary Page On page 15 you will find two notary boxes:
The first boxed area is for your notary to notarize.
The second is for us to notarize after we receive your Joinder.
Your Notary
Our Notary
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16. Schedule A & B Schedule A Schedule B
These schedules are for your information, there is nothing to fill-in.
Schedule A
Schedule B
Contact Info
Fee Schedule
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17. Schedule C Disbursement Plan
For this schedule the primary donor is asked to identify goods and services the beneficiary may need for future disbursements.
You can go into as much detail as you like.
We realize these may change as years pass.
Just because you do not check something now, does not mean you cannot request a disbursement for it later.
Start (p.3)
Finish
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You are here

18. What Can You Amend? Can Amend Can’t Amend Legal Representative
Primary Representative
Primary Representative Alternates
Government Benefits
Insurance Policies
Schedule C – Disbursement Plan
Primary Donor
Beneficiary
Disposition Plan (Final Remainder)
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19. What To Do After The Joinder Is Complete?
To complete enrollment you will need two more things:
$600 enrollment fee check
Letter of Eligibility
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20. Have You Completed These 3 Things?1 2 3
Completed,
Signed and Notarized
Joinder
$600 Enrollment
Fee Check
Letter Stating
Eligibility
Mail to The Arc
of Washington
Completed Enrollment
and
New Account Established
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21. Contact Information
Please call:
Patti Bell or Tamara Roberts or
Kimberly Butler at
, ext. 103, 106 or 109 or
Website:
(Click on the Endowment Trust Fund Link)
The Arc of Washington State