Preparation begins with a person's Individual Supports Plan (ISP) or team. The establishment of the trust and its funding depends upon the individual's preferences, input from family members, and/or other considerations.
The process is as follows:
- The family or team completes our Consumer Information Form (CIF) delineating basic information and preferences.
- Arlington Heritage Group uses this information to create contracts and authorizations for services at the time of need.
- Signed contracts, authorizations, and a check are sent to AmeriServ Trust & Financial for opening the trust.
- Consumers have up to three years to fund the trust. If the trust is not funded within three years, a small adjustment is made for inflation and another three year period begins.
Click here for a Consumer Information Form