We are pleased to now offer first party pooled special needs trust services. To learn more about this service and to enroll, please see the documents below. If you have any questions or would like the enrollment materials sent to you via mail, please do not hesitate to email us at email@example.com or call (424) 341-3344.
First Party Pooled Trust
The following forms should be filled out in their entirety and returned to JLA Trust to enroll in the 1st Party Pooled Trust. Please contact us if you need assistance completing these forms.
|Letter of Intent (MANDATORY but can be filled out later)|
|File Size:||638 kb|
Important Trust Documents
The following trust documents contain important information about the 1st Party Pooled Trust offered by JLA Trust.