Enrollment Guide

1. Enrollment Guide Developmental Disabilities Life Opportunities Trust Washington State Developmental Disabilities Endowment Trust Fund Invest in LIFE

2. What Is This ‘Legal Packet’? In this packet you should have received the following: • Opening Letter (Single Page) • Enrollment Instructions and Information (Single Page) • Joinder Agreement (Legal Document) • Master Trust Agreement (Legal Document)

3. Joinder Agreement… What’s That? This is the legally binding document that you need to eventually fill out and have signed and notarized • It contains info about the Trust you need to know (and) • It contains spaces for you to fill in your own information

4. What Info Do You Need To Fill In? Let’s start at the beginning (Page 3) of the Joinder Start (p.3) Finish You are here Please note that pages 1 – 2 provide definitions of terms used in this agreement and may be a helpful reference.

5. This is the person who is setting up, filling out the documents, and submitting the trust fund application. This is the person with the developmental disability for whom the trust is being established. Page 3:Primary Donor / Beneficiary Primary Donor Beneficiary

6. This is the person who is a legal representative for the beneficiary. (This could be a guardian or rep. payee. Also, if the beneficiary is under 18 the parents are the legal guardians) This is the person who will request disbursements and receive the quarterly statements for the account. Page 4: Legal & Primary Representatives Legal Representative Primary Representative

7. For this page please list who you would like to be primary representative if the first person listed is no longer able to serve. Primary Representative Alternates Page 5:Primary Representative Alternates

8. Please list any forms of local, state, and government assistance that the beneficiary receives, including Medicaid and SSI. Page 6:Current Government Benefits Benefits

9. Health & Burial Policies Disability Page 6:Insurance Policies & Disability • Is the beneficiary covered under any health insurance policy, or prepaid burial insurance plan? • Describe the beneficiary’s developmental disability.

10. Greatest Challenges Page 8:Disability (Continued) • In as much detail as you like, describe what you think will be the beneficiary’s greatest challenges in the future.

11. Page 9: Disposition Plan In this section you will list where the money goes, if the beneficiary dies, and there is a balance remaining in their account. If you want to leave money to other individuals involved with this program place a % here If you would like to leave money to other persons or organizations place a % here

12. Page 10:Disposition Plan If you have additional persons or organizations please list them here Please note that the totals from all boxes need to equal 100%

13. Page 11-13:For Your Information • There are no sections to fill-in on these pages. • Even though the legal language may seem a bit overwhelming it really is straightforward and we • encourage you to read • these pages. Are we finished yet?

14. Page 14:Signature Page • On the bottom of page 14 you will find: • A space to fill in the date • A line title ‘Primary Donor’ for you to sign. • Do not worry about the lines below this, those are what we sign when we receive your Joinder. • Do not sign your Joinder until you are with the notary. They notarize that it is your signature.

15. Your Notary Our Notary Page 15:Notary Page On page 15 you will find two notary boxes: • The first boxed area is for your notary to notarize. • The second is for us to notarize after we receive your Joinder.

16. Schedule A & B These schedules are for your information, there is nothing to fill-in. Schedule A Schedule B Contact Info Fee Schedule

17. Disbursement Plan Schedule C • For this schedule the primary donor is asked to identify goods and services the beneficiary may need for future disbursements. • You can go into as much detail as you like. • We realize these may change as years pass. • Just because you do not check something now, does not mean you cannot request a disbursement for it later. Start (p.3) Finish You are here

18. Primary Donor Beneficiary Disposition Plan (Final Remainder) Can Amend What Can You Amend? Can’t Amend • Legal Representative • Primary Representative • Primary Representative Alternates • Government Benefits • Insurance Policies • Schedule C – Disbursement Plan

19. After The Joinder Is Complete • To complete enrollment you will need two more things: • $600 enrollment fee check • Letter of Eligibility

20. Have You Completed These 3 Things? 1 2 3 Completed, signed & notarized joinder $600 enrollment fee check Letter stating eligibility Mail to The Arc of Washington Completed Enrollment and New Account Established

21. End Presentation Contact Information • Please call: • Patti Bell or Samantha Trotter at • 1-888-754-8798 • Email: • patti@arcwa.org or arc@arcwa.org • Website: • www.arcwa.org(Click on the Endowment Trust Fund Link)