[fusion_builder_container admin_label=”Homepage Hero – Desktop/Laptop” hundred_percent=”no” hundred_percent_height=”no” hundred_percent_height_scroll=”no” hundred_percent_height_center_content=”yes” equal_height_columns=”yes” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” status=”published” border_style=”solid” padding_top=”5%” padding_bottom=”5%” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_image=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2020/03/SF_Gradient.png” background_position=”right top” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ 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[/fusion_text][fusion_imageframe image_id=”3036|medium” custom_aspect_ratio=”100″ lightbox=”no” linktarget=”_self” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” align_medium=”none” align_small=”none” align=”center” hover_type=”none” magnify_duration=”120″ scroll_height=”100″ scroll_speed=”1″ caption_style=”off” caption_align_medium=”none” caption_align_small=”none” caption_align=”none” caption_title_tag=”2″ animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″]https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/03/Asset-4-300×5.png[/fusion_imageframe][fusion_text content_alignment=”center” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” font_size=”30″ text_color=”var(–awb-color8)” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″]

[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”no” hundred_percent_height=”no” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”flex-start” flex_justify_content=”flex-start” flex_wrap=”wrap” hundred_percent_height_center_content=”yes” equal_height_columns=”no” container_tag=”div” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” status=”published” border_style=”solid” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” background_slider_skip_lazy_loading=”no” background_slider_loop=”yes” background_slider_pause_on_hover=”no” 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hover_accent_color=”var(–awb-color5)”][fusion_content_box title=”Helpful Hints” linktext=”VIEW GUIDE” animation_direction=”left” animation_speed=”0.3″ icon=”fa-hand-holding-heart fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Helpful-Hints.pdf “]

When you’re ready to request funds from your Trust, these tips will make the process a breeze.

[/fusion_content_box][fusion_content_box linktext=”VIEW SCHEDULE” animation_direction=”left” animation_speed=”0.3″ icon=”fa-hand-holding-usd fas” title=”Fee Schedule” link=”https://i8x.1b0.myftpupload.com/fee-schedule/” link_target=”_blank”]

Our Fee Schedule, effective January 1, 2024, provides the essential details you need to make informed decisions about our pooled trust administration services.

[/fusion_content_box][fusion_content_box animation_direction=”left” animation_speed=”0.3″ icon=”fa-bars fas” title=”Policies & Procedures” linktext=”DOWNLOAD FORM” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Policies-and-Procedures-Guide.pdf “]This guide explains how we manage disbursements for a Special Needs Trust, making the process clear and easy to understand.[/fusion_content_box][/fusion_content_boxes][fusion_content_boxes layout=”icon-with-title” columns=”3″ alignment=”stretch” link_type=”button-bar” button_span=”yes” link_target=”_blank” icon_align=”left” animation_type=”fade” animation_direction=”up” animation_speed=”0.8″ animation_delay=”0.3″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” title_size=”22px” heading_size=”2″ title_color=”var(–awb-color8)” body_color=”var(–awb-color8)” backgroundcolor=”var(–awb-color2)” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ iconspin=”no” iconcolor=”var(–awb-color1)” icon_circle=”yes” circlecolor=”var(–awb-color5)” circlebordersize=”0″ icon_size=”20″ hover_accent_color=”var(–awb-color5)”][fusion_content_box title=”Contact Information Change” linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-address-card fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Contact-Info-Change-Form.pdf “]

Please use this form if you’ve recently updated your mailing address, phone number, or email address. We’re here to keep your information current and stay connected with you!

[/fusion_content_box][fusion_content_box title=”Pay a Bill Request” linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-file-invoice-dollar fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Pay-a-Bill.pdf “]

Need to pay a bill from your Trust? Simply fill out and submit this form, and we’ll take care of the rest.

[/fusion_content_box][fusion_content_box animation_direction=”left” animation_speed=”0.3″ icon=”fa-credit-card fas” title=”Recurring Payment Request” linktext=”DOWNLOAD FORM” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Recurring-Payment-Form.pdf “]If you have a monthly expense you’d like to pay from your Trust, you can set up recurring payments using this form. Just submit it 30 days before the due date, and we’ll take care of the rest![/fusion_content_box][/fusion_content_boxes][fusion_content_boxes layout=”icon-with-title” columns=”3″ alignment=”stretch” link_type=”button-bar” button_span=”yes” link_target=”_blank” icon_align=”left” animation_type=”fade” animation_direction=”up” animation_speed=”0.8″ animation_delay=”0.3″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” title_size=”22px” heading_size=”2″ title_color=”var(–awb-color8)” body_color=”var(–awb-color8)” backgroundcolor=”var(–awb-color2)” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ iconspin=”no” iconcolor=”var(–awb-color1)” icon_circle=”yes” circlecolor=”var(–awb-color5)” circlebordersize=”0″ icon_size=”20″ hover_accent_color=”var(–awb-color5)”][fusion_content_box animation_direction=”left” animation_speed=”0.3″ icon=”fa-money-check-alt fas” title=”Frequently Requested Disbursements (ADULTS)” linktext=”VIEW GUIDE” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2025/04/SF-Frequently-Requested-Disbursement-Guide_ADULT.pdf”]This guide highlights common disbursement requests for adult beneficiaries. Use it as a helpful resource to make the process smoother and easier.[/fusion_content_box][fusion_content_box title=”Frequently Requested Disbursements (MINORS PSNT)” linktext=”VIEW GUIDE” animation_direction=”left” animation_speed=”0.3″ icon=”fa-money-check-alt fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2025/04/SF-Frequently-Requested-Disbursement-Guide_MINOR_PSNT.pdf”]This guide highlights common disbursement requests for minor beneficiaries with a special needs trust. Use it as a helpful resource to make the process smoother and easier.[/fusion_content_box][fusion_content_box title=”Frequently Requested Disbursements (MINORS)” linktext=”VIEW GUIDE” animation_direction=”left” animation_speed=”0.3″ icon=”fa-money-check-alt fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2025/04/SF-Frequently-Requested-Disbursement-Guide_MINOR.pdf”]This guide highlights common disbursement requests for minor beneficiaries. Use it as a helpful resource to make the process smoother and easier.[/fusion_content_box][/fusion_content_boxes][fusion_content_boxes layout=”icon-with-title” columns=”3″ alignment=”stretch” link_type=”button-bar” button_span=”yes” link_target=”_blank” icon_align=”left” animation_type=”fade” animation_direction=”up” animation_speed=”0.8″ animation_delay=”0.3″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” title_size=”22px” heading_size=”2″ title_color=”var(–awb-color8)” body_color=”var(–awb-color8)” backgroundcolor=”var(–awb-color2)” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ iconspin=”no” iconcolor=”var(–awb-color1)” icon_circle=”yes” circlecolor=”var(–awb-color5)” circlebordersize=”0″ icon_size=”20″ hover_accent_color=”var(–awb-color5)”][fusion_content_box animation_direction=”left” animation_speed=”0.3″ icon=”fa-shopping-cart fas” title=”Order Items Request” linktext=”DOWNLOAD FORM” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Order-Items-Request-Form.pdf “]

Want to order items from your Trust? Simply fill out and submit this form, and we’ll take care of the rest.

[/fusion_content_box][fusion_content_box title=”Travel Request Form ” linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-plane fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2025/03/SF-Travel-Request_Form.pdf”]Planning a trip and need travel expenses paid from your Trust? Just fill out and submit this form 30 days before your travel date, and we’ll handle the rest.[/fusion_content_box][fusion_content_box title=”Mileage Reimbursement” linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-gas-pump fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Mileage-Reimbursement.pdf “]

Need to be reimbursed for your mileage? Simply fill out this form, and we’ll take care of the rest

[/fusion_content_box][/fusion_content_boxes][fusion_content_boxes layout=”icon-with-title” columns=”3″ alignment=”stretch” link_type=”button-bar” button_span=”yes” link_target=”_blank” icon_align=”left” animation_type=”fade” animation_direction=”up” animation_speed=”0.8″ animation_delay=”0.3″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” title_size=”22px” heading_size=”2″ title_color=”var(–awb-color8)” body_color=”var(–awb-color8)” backgroundcolor=”var(–awb-color2)” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ iconspin=”no” iconcolor=”var(–awb-color1)” icon_circle=”yes” circlecolor=”var(–awb-color5)” circlebordersize=”0″ icon_size=”20″ hover_accent_color=”var(–awb-color5)”][fusion_content_box animation_direction=”left” animation_speed=”0.3″ icon=”fa-id-badge fas” title=”Social Security Award Letter Instructions” linktext=”VIEW INSTRUCTIONS” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Social-Security-Award-Letter.pdf “]

Please follow these instructions to send us a copy of the Benefit Verification Letter (award letter) you received from the Social Security Administration, so we can assist you further.

[/fusion_content_box][fusion_content_box title=”Emergency Shelter Application” linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-house-user fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Emergency-Shelter-Application.pdf “]

Use this form to apply for project aid if you’re a current beneficiary of Secured Futures Special Needs Trust facing financial or emergency hardship. Only families and households of our beneficiaries experiencing such hardships will be considered for assistance.

[/fusion_content_box][fusion_content_box title=”Small Business Information Request” linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-user-tie fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Small-Business-Info-Request.pdf “]Are you interested in starting a small business? To see if your Trust funds can be used to help with your start-up, we need a bit more information from you. Please fill out and return this form, along with a signed copy of the ‘Self-Employment and Benefits Eligibility’ form.[/fusion_content_box][/fusion_content_boxes][fusion_content_boxes layout=”icon-with-title” columns=”3″ alignment=”stretch” link_type=”button-bar” button_span=”yes” link_target=”_blank” icon_align=”left” animation_type=”fade” animation_direction=”up” animation_speed=”0.8″ animation_delay=”0.3″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” title_size=”22px” heading_size=”2″ title_color=”var(–awb-color8)” body_color=”var(–awb-color8)” backgroundcolor=”var(–awb-color2)” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ iconspin=”no” iconcolor=”var(–awb-color1)” icon_circle=”yes” circlecolor=”var(–awb-color5)” circlebordersize=”0″ icon_size=”20″ hover_accent_color=”var(–awb-color5)”][fusion_content_box animation_direction=”left” animation_speed=”0.3″ icon=”fa-home fas” title=”Home Purchase Application” linktext=”DOWNLOAD FORM” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Home-Purchase-Application-1.pdf”]Looking to purchase a home using your Trust? Simply fill out and submit this form, and we’ll assist you with the process.[/fusion_content_box][fusion_content_box title=”Vehicle Purchase Application” linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-car-side fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Vehicle-Purchase-Application.pdf “]Looking to purchase a vehicle using your Trust? Simply fill out and submit this form, and we’ll assist you with the process.[/fusion_content_box][fusion_content_box linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-file-signature fas” title=”Authorization Form” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Authorization-Form.pdf “]

This form allows the Beneficiary or Authorized Person to give permission for Secured Futures to discuss Trust account details with an Interested Person. By completing this form, you authorize us to share important information about the Trust.

[/fusion_content_box][/fusion_content_boxes][fusion_content_boxes layout=”icon-with-title” columns=”3″ alignment=”stretch” link_type=”button-bar” button_span=”yes” link_target=”_blank” icon_align=”left” animation_type=”fade” animation_direction=”up” animation_speed=”0.8″ animation_delay=”0.3″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” title_size=”22px” heading_size=”2″ title_color=”var(–awb-color8)” body_color=”var(–awb-color8)” backgroundcolor=”var(–awb-color2)” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ iconspin=”no” iconcolor=”var(–awb-color1)” icon_circle=”yes” circlecolor=”var(–awb-color5)” circlebordersize=”0″ icon_size=”20″ hover_accent_color=”var(–awb-color5)”][fusion_content_box animation_direction=”left” animation_speed=”0.3″ icon=”fa-file-invoice-dollar fas” title=”ABLE Account Transfer Application” linktext=”DOWNLOAD FORM” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-ABLE-Account-Transfer-Application.pdf “]

This form is used to request a transfer of funds from your Trust to an ABLE account. An ABLE account is a savings account that allows you to save for qualified disability expenses (QDEs) without affecting your eligibility for benefits like SSI and Medicaid. Please remember, submitting this form does not guarantee approval of the transfer.

[/fusion_content_box][fusion_content_box title=”Care Services Request From” linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-car-side fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2025/04/SF-Care-Service-Form-Fill.pdf”]This form is used to request funds for Care Services, such as Respite, Attendant Care, or Companion Services, to cover the cost of services. If you need assistance with daily activities or temporary relief for a caregiver, simply fill out and submit this form to get the support you need.[/fusion_content_box][fusion_content_box linktext=”DOWNLOAD FORM” animation_direction=”left” animation_speed=”0.3″ icon=”fa-file-contract fas” title=”Waiver & Consent for Grantor Beneficiary Aged 65 or Over” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-Waiver-Grantor-Beneficiary-Over-65.pdf “]

This form is used to provide informed consent and acknowledge the liability terms for Grantors or Beneficiaries aged 65 and over. By filling out and submitting this form, you confirm that you understand and agree to the outlined terms related to your Trust.

[/fusion_content_box][/fusion_content_boxes][fusion_content_boxes layout=”icon-with-title” columns=”3″ alignment=”stretch” link_type=”button-bar” button_span=”yes” link_target=”_blank” icon_align=”left” animation_type=”fade” animation_direction=”up” animation_speed=”0.8″ animation_delay=”0.3″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” title_size=”22px” heading_size=”2″ title_color=”var(–awb-color8)” body_color=”var(–awb-color8)” backgroundcolor=”var(–awb-color2)” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ iconspin=”no” iconcolor=”var(–awb-color1)” icon_circle=”yes” circlecolor=”var(–awb-color5)” circlebordersize=”0″ icon_size=”20″ hover_accent_color=”var(–awb-color5)”][fusion_content_box animation_direction=”left” animation_speed=”0.3″ icon=”fa-credit-card fas” title=”True Link Card Application” linktext=”DOWNLOAD FORM” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-True-Link-Application.pdf “]

This form is used to request a True Link card, which helps cover small monthly expenses for the beneficiary. See our ‘Frequently Requested Disbursements’ list for allowable expenses. Please note, submitting this form does not guarantee approval.

[/fusion_content_box][fusion_content_box title=”How to Submit Your True Link Receipts” linktext=”VIEW GUIDE” animation_direction=”left” animation_speed=”0.3″ icon=”fa-receipt fas” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-How-to-Submit-Receipts-Guide.pdf “]

This form provides guidelines on how to submit your True Link card receipts. Following these steps ensures that your purchases are reviewed and properly filed. Simply follow the instructions to keep everything in order

[/fusion_content_box][fusion_content_box linktext=”VIEW GUIDE” animation_direction=”left” animation_speed=”0.3″ icon=”fa-headset fas” title=”Tips for Utilizing True Link Customer Support” link_target=”_blank” link=”https://i8x.1b0.myftpupload.com/wp-content/uploads/2024/08/SF-True-Link-Tips-and-Tricks.pdf “]

This guide helps you navigate and use the True Link platform, which offers 24/7 support through an automated phone system, online web portal, and text message alerts. Whether you need to check your balance, review transactions, or get updates, this guide will show you how to make the most of these tools.

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