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North Dakota

North Dakota Supplemental Needs Trust Forms

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To open a supplemental needs pooled trust sub-account, 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 Third-Party (Supplemental Needs) Pooled Trust Master Trust Agreement – PDF

LSS Third-Party (Supplemental Needs) Pooled Trust Joinder Agreement – DOC

Grantor Wishes Document for Use of Funds – PDF

IRS W9 Form – PDF