To learn more about Third Party Pooled Special Needs Trust services 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 info@jlatrust.org or call (424) 341-3344.
Third Party Pooled Trust
Enrollment Forms
The following forms should be filled out in their entirety and returned to JLA Trust to enroll in the Third Party Pooled Trust. Please contact us if you need assistance completing these forms.
| Enrollment checklist 3rd party-2018 |
| Joinder Agreement (3rd Party) - MANDATORY |
| 3rd Party Letter of Intent 2018 |
| Distribution Request Form (use as needed) |
Important Trust Documents
The following Trust documents contain important information about the Third Party Pooled Trust offered by JLA Trust.
| Master Trust for 3rd Party Pooled Trust |
| Policies and Procedures Guide |
| True Link Partnership and Investment Options |