How to Enroll an Individual SNPT

Enrolling is Easy

  • The individual must be disabled as defined by SSI criteria 1442 USCA section 1392 c(a)(3).
  • The trust can be established by a parent, grandparent, legal guardian or the individual.
  • There is a low cost to enroll and management fee of 2.5% per year.
  • A Special Needs Pooled Trust Grantor Agreement must be completed for the individual.  

Making Deposits

  • Deposits can be made anytime and there are no minimums. 
  • One check can be written for multiple clients which in turn, can be summarized on one Deposit Form.

Requesting Distributions

  • The item or service being purchased should be related to the person's disability. 
  • Include the receipts or copies of the receipts with the Distribution Request. 
  • Arlington Heritage Group will review the Distribution Request for compliance with the law. 
  • Conservatively estimate that it will take 7-10 days for the Distribution Request to be processed.