Minnesota Special Needs Pooled Trust Accounts
To open a Special Needs Pooled Trust subaccount, Minnesota residents will need to complete and sign the following forms:
IRS W9 Form — PDF
We encourage you to engage, and may require you to retain, an attorney to review the documents, and to complete the check list on the Joinder Agreement.
Opening a subaccount for an individual with a Guardian or Conservator may require the action of the court to appoint LSS as the Trustee for the individual.