JEWISH LOS ANGELES SPECIAL NEEDS TRUST
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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 (310)773-9728  

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
File Size: 483 kb
File Type: pdf
Download File

02_-_3rd_party_joinder_-_fillable.pdf
File Size: 371 kb
File Type: pdf
Download File

3rd Party Letter of Intent 2018
File Size: 1029 kb
File Type: pdf
Download File

Disbursement Request
File Size: 231 kb
File Type: docx
Download File

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
File Size: 132 kb
File Type: pdf
Download File

Policies and Procedures Guide
File Size: 548 kb
File Type: pdf
Download File

True Link Partnership and Investment Options
File Size: 2086 kb
File Type: pdf
Download File


  • Home
  • OUR SERVICES
    • Trusts Enrollment >
      • Enrollment - 1st Party
      • Enrollment - 3rd Party
      • Enrollment Future Funded
      • 1:1 Consulting
    • L.I.F.E Planning
    • Individual Consulting Services
    • Fees
    • FAQs
  • Resources
    • Blog
    • Video Library
    • Other Resources
  • Give
  • ABOUT US
    • Board of Directors
    • Our Supporters
    • Staff
    • Financials
  • Upcoming Events
    • Calendar
    • Open Houses
  • Contact Us