P.O. Box 47127
Indianapolis, IN 46247
(317) 859-9483
Toll-Free 1-866-979-8770
Facsimile (317) 851-8481
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A True National Pooled Special Needs Trust
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Interest-Bearing, FDIC-Insured Trust Sub-Accounts
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24-Hour, Seven Day A Week Immediate Online Access to Account Balances and Spending Histories (View Only)
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Electronic Transfers of Funds (ETF) for Funding, Depositing, and Making Purchases from Trust Sub-Accounts
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The Fastest Disbursement Turnaround Time in the Nation
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No Mandatory Retainer Upon the Death of the Beneficiary
A Message From The President
Greetings from The National Foundation for Special Needs Integrity! We are committed to serving the needs of parties to mass tort settlements who receive governmental assistance benefits, like Medicaid and SSI.
The attorneys and settlement firm that have teamed up to secure your settlement have referred you to us because you are a recipient of at least one "means-tested benefit," such as Medicaid, Supplemental Security Income (SSI), Food Stamps, HUD/Section 8 Housing Assistance, or other governmental assistance programs. As you know, these governmental agencies limit how much money you can make or how much money you can have at any given time.
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Our Scope
We operate nationally. In Indiana, we offer the additional services of a testamentary and third-party pooled trust. Additionally, we offer our services to individuals over the age of 65 in states where to do so is allowable by statute and/or regulation.
Our People:
Our Board of Directors includes caring and compassionate individuals representing the following professions:
Medicine, Law, Psychology, Public Education, Special Needs, Financial Planning and Investing, Public Relations, and Marketing
Our staff includes individual office managers and disbursement coordinators who have previous professional experience in the following fields:
Nursing, Hospital Administration, Banking & Finance, Psychology, and Sociology
Our Mission:
To provide Medicaid, SSI and other Means-Tested Benefits recipients who have been injured in a personal injury, medical malpractice, class action, or other lawsuits with the finest, most compassionate and fastest service available from a pooled special needs trust—and to do so with the utmost of competence, legal expertise, and understanding.
Who is “The Foundation”?
Okay, we admit that saying “The National Foundation for Special Needs Integrity” is quite a mouthful. At about the same time, one of our corporate sponsors in Cincinnati and one in Seattle began simply calling us “The Foundation” for short. It has sort of stuck in several circles. We don’t mind. You can call us whatever you want—just call us!
Our Fees:
We offer the lowest fees in the nation amongst national and semi-national pooled special needs trusts.
Unprecedented 24-Hour Immediate Online Account Access:
We are the only pooled special needs trust in the country to offer its Beneficiaries 24-hour online access to their account statements—allowing instant and up-to-the-day access to account balances, itemized spending reports, and immediate access to monthly and annual spending trends.
FDIC Insured Sub-Accounts:
We are the only pooled trust in the country to offer the full backing of FDIC insurance to all individual Beneficiary sub-accounts. There is no safer pooled trust than ours.
Electronic Funds Transfers:
We are one of only a small handful of pooled trusts in the nation that offers the ability to respond to many disbursement requests the same day we receive them. In many cases, we are able to handle disbursement requests by sending payment for the good or service requested via EFT within hours of our receipt. Beneficiaries can request a good or service in the morning, and, in many cases, receive that good or service fully paid for the very same day.
Easy Access to Your Trust:
Disbursement requests can be made over the phone, online, or by fax—just call us, shoot us an e-mail, or send us a fax!
If you have any questions at all, give us a call. We are here to assist you in any way we can. We look forward to hearing from you!
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