Roles
The role of the person with a disability
What is a Beneficiary?
This document guides the PSNT administration
What is a Master Trust Agreement?
The recurring meeting for a general knowledge check on how pooled trusts operate.
What is Trust Talk Tuesday?
Client traffic control.
What is a Client Coordinator?
If you hear "I need a copy of the trust", you are providing this to the requester.
What is a Master and Joinder Agreement?
The role of the person who establishes a trust
What is a Grantor?
This document is customized for the beneficiary when they are joining a pooled special needs trust
What is a Joinder Agreement?
The folder where you'll find most documents that would be needed when sending general information to families.
What is Most Used Documents?
This person provides support to potential and recently established clients.
Who is Caroline Girgenti?
If you hear from a Grantor that a listed Primary Representative died, you're drafting this document.
What is an Amendment?
This is the person set to receive the balance of the trust after the beneficiary dies.
What is a Remainder Beneficiary?
This document needs revising when updating a mailing address for where to send a tax letter
What is an Account Statements Form?
The initials before @keybank.com where we send questions to our partners for assistance.
What is NPS?
The role of the staff person who oversees all things disbursements
What is an Account Manager?
A trust is considered [blank] which is why "I want to close the account and get my money back" is not possible.
What is irrevocable?
The role of the entity or person managing trust assets
What is a Trustee?
The document used to update addresses, phone numbers, or email addresses on someone named within a JA.
What is a Contact Update form?
The place we should direct families when they asked if we recorded a recent webinar.
What is our YouTube Channel?
The "IF" in Grace's Account Coordinator role stands for these two words.
What is "Incoming Funds"?
If you hear a family complaining about a tax fee charged in June, this document clarifies why a fee was applied.
The role of the entity overseeing day to day administration of a PSNT
What is a Trust Manager/Trust Administrator?
This document is the PSNT equivalent of a letter of intent.
What is a Trust Plan?
The online portal used for clients to access their account activity.
What is Client View?
The board that oversees our pooled trust program is commonly known by this name.
What is The Foundation?
A decanted trust implies a legal process of completing the following action.
What is moving an existing trust into another trust?