The National Pooled Trust
A National Pooled Trust is applicable in the absence of a state-specific Pooled Trust. All substantive information concerning Pooled Trusts remains the same, the only difference being the audience and the pool of beneficiaries. The National Pooled Trust is another option offered by the Center to protect the government benefits of your client, yourself, or your loved one.
To access the necessary documents for joining The National Pooled Trust, use the following links:
Joinder Agreement
Exhibits
Master Trust
The Georgia Community Pooled Trust
The Georgia Community Pooled Trust is somewhat unique. Although it meets all of the federal requirements for a (d)(4)(C) Pooled Trust, it is first and foremost a community trust that has been established to meet the statutory guidelines for community trusts under the Official Code of Georgia, § 30-10-1. It can be used in situations where the funding belongs to the beneficiary (self-settled) as well as in situations where the funds belong to another individual (third-party).
To access the necessary documents for joining The Georgia Community Pooled Trust, use the following links:
Joinder Agreement
Use the document above when the funds belong to the trust beneficiary.
Joinder Agreement 3rd Party
Use the document above when the funds belong to someone other than the trust beneficiary.
Master Declaration of Trust
The Theresa Foundation
Pooled Trust
To access the necessary documents for joining The Theresa Foundation Pooled Trust, use the following links:
Joinder Agreement
Exhibits
Master Declaration of Trust
The Theresa Foundation
Pooled Income Trust
To access the necessary documents for joining The Theresa Foundation Pooled Income Trust, use the following links:
Joinder Agreement
Exhibits
Master Declaration of Trust
As part of the Trust approval process, the Department of Social Services (DSS) will require proof of the Trust Beneficiary’s disability. If the Social Security Administration (SSA) has already awarded either Social Security Disability Income (SSDI) or Supplemental Security Income (SSI) to the Trust Beneficiary, then the SSA Award Letter should be sufficient to prove disability.
If the Trust Beneficiary does not have an Award Letter from the SSA for either SSDI or SSI benefits, it will be necessary to use forms DSS-486T and DSS-1151 and ask DSS for a disability determination.
PLEASE NOTE: DSS-486T and DSS-1151 are both available for download from the links below. However, these forms are provided for convenience only and it is the sole responsibility of the Beneficiary or the Beneficiary’s agent to make sure the forms are completed properly and submitted to DSS in those circumstances when it is necessary for DSS to determine disability.
DSS-486T - Medical Report for Determination of Disability
This form needs to be filled out by the Trust Beneficiary’s doctor or doctors. The first two pages must be completed in full together with whatever following pages are related to the Beneficiary’s medical condition.
DSS-1151 - Disability Interview
This form should be completed and signed by the Trust Beneficiary, family member, or other advocate and describes the Beneficiary’s education, work history and functional abilities.
To learn more about the Theresa Foundation, Please click the Angel. 
A state-specific Pooled Trust offers beneficiaries the unique ability to have their assets “pooled” with others in the state for investment purposes, which enhances the return on those investments and provides a better interest rate than would otherwise be available to each individual beneficiary. This technique allows individuals with nominal assets to still reap the benefit that a Trust offers. The Center offers 16 state-specific Pooled Trusts where disabled residents of that particular state can benefit from combining their accounts. The Florida Pooled Trust, administered by the Center, is one of the largest Pooled Trusts in the country.
The California Pooled Trust
The Florida Pooled Trust
The Hawaii Pooled Trust
The Kentucky Pooled Trust
The Louisiana Pooled Trust
The Massachusetts Pooled Trust
The Michigan Pooled Trust
The Pooled Trust of Minnesota
The Mississippi Pooled Trust
The Nevada Pooled Trust
The North Carolina Pooled Trust
The Ohio Pooled Trust
The Tennessee Pooled Trust
The Texas Pooled Trust