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FORMS

Shown below are downloadable PDFs for the Guardian Community Trust pooled trust program. If you have questions about the forms that are not answered here, please Contact us:

Program Description Provides an overview of the Pooled Trust program, and the non-profit trustee, Guardian Community Trust, Inc.
Sponsor Agreement This is the individual agreement that joins a beneficiary to the Pooled Trust program. It incorporates the Trust Agreement (below) for most of the terms and provisions of trust.
Trust Instrument Guardian Community Trust for Suppliemental Needs, also referred to as the "master trust" instrument. This instrument is incorporated into, and governs, all individual trust accounts.
Use of Funds Plan Provides essential contact information and informs the trustee of the likely needs of the beneficiary.
Reimbursement Forms Forms that the beneficiary (or responsible party) uses to request distributions from an individual trust account.