North Dakota Self-Funded Pooled Trust Accounts
To open a Self-Funded Pooled Trust account, North Dakota 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 Self-Funded Pooled Trust account for an individual with a Guardian or Conservator may require the action of the court to appoint LSS as the Trustee for the individual.