Distribution Submission

Distribution SubmissionARDENT COMMUNITY TRUST2020-10-13T10:44:28-04:00

Here is a draft Disbursement Template

Distribution Form

Beneficiary and Submitter Information

Beneficiary First Name *

Beneficiary Last Name *

Beneficiary Acct #

Name of Person Making Request on behalf of the beneficiary/ Relationship: *

Email of Person Making Request *

Select you ACT Trust Administrator or their Assistant, if known

Select Trust Administrator

Select Trust Administrative Assistant

Disbursement Purpose and Amount

Describe the purpose of the request and how this purchase will help the beneficiary

TOTAL OF REQUEST

Select items that are attached/uploaded with this Request

File Upload - Receipt Copies and/or Supporting Documentation

Maximum upload size: 33.55MB

In 2001 ACT was incorporated as a non-profit charitable organization in Pennsylvania for the purpose of administering a pooled special needs trust for the benefit of individuals with disabilities. Over the years ACT also became Trustee for other special needs trusts, including Third Party Special Needs Trusts, which are funded with the assets of someone other than the Trust Beneficiary; Non-Pooled Special Needs Trusts, which are funded with assets belonging to the Trust beneficiary; and, educational special needs trusts.

Board Login

Translate »

Distribution Submission

Beneficiary and Submitter Information

Select you ACT Trust Administrator or their Assistant, if known

Disbursement Purpose and Amount

ABOUT US