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Minnesota

Minnesota Supplemental Needs Trust Forms

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To open a Supplemental Needs Pooled Trust, the following forms need to be completed and signed.

We encourage you to engage, and may require you to retain, an attorney to review the documents and to complete the checklist on the Joinder Agreement.

LSS Supplemental Needs Pooled Trust Master Trust Agreement - PDF

LSS Supplemental Needs Pooled Trust Joinder Agreement - DOC

IRS W9 Form - PDF

Grantor Wishes Document for Use of Funds – DOC

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Pooled Trust Services