Supplemental Needs Pooled Trust Forms

To open a Supplemental Needs Pooled Trust, complete and sign the following forms for the individual’s state of residence:

Minnesota

• LSS Supplemental Needs Trust Joinder Agreement
• LSS Supplemental Needs Pooled Trust Master Trust Agreement

North Dakota

• LSS Third-Party (Supplemental Needs) Pooled Trust Joinder Agreement
• Grantor's Wishes Document for Use of Funds
• IRS W-9 Form
• LSS Third-Party (Supplemental Needs) Pooled Trust Master Trust Agreement