Chances are, you’ve been waiting for what seems like forever to receive your settlement. You are nearing the end of the process. The last step toward putting your money to work for you is to complete the Joinder Agreement. The Joinder Agreement "joins" to the Master Trust, which is a pooled special needs trust created pursuant to federal law 42 U.S.C. §1396p(d)(4)(C), and the specific statutes and regulations of your state.
The Joinder Agreement looks a lot like an application or enrollment form — and, in a way, it is. However, the Joinder Agreement is also a legal document. It’s what creates your Sub-Account under the Master Trust. In a legal sense, the Joinder Agreement and the Master Trust become one complete document, and we will administer your trust account in accordance with what these two documents say.
You should read the Joinder Agreement carefully, along with the Declaration of Trust. We have drafted the Joinder Agreement to be as free from "legal-ese" as possible. However, because these two documents must comply with federal law and the law of your individual state, some sections may still sound confusing or scary — particularly in the Declaration of Trust. In the Joinder Agreement, we have included explanations of what some sections mean and how best to complete that particular section.
Simply click on the link that says "Documents, Links & Downloads " and then click on your individual state when you see the map of the United States. When you click on your individual state, the Declaration of Trust and Joinder Agreement for your state will appear. Click on both, print them out, and then fill out your Joinder Agreement. Return both to us. We will process your sub-account within 48 hours of our receiving your documentation. Once we receive the funding from your account from your personal injury firm or settlement firm, you will be ready to begin using your trust Sub-Account. It's tempting to assume that it should be more complcated than that — but it really is that easy. If your state is not available for download, just give us a call and we will rush a copy of the Declaration of Trust and the Joinder Agreement to you or your attorney.
If you have any questions at all, please do not hesitate to give us a call. We will answer your questions and help you complete this last step toward securing your money in a manner that provides you unparalleled client attention and access to your account, while carefully maintaining your eligibility for the valuable benefits you receive.
