How to Enroll

The following simple instructions will take you step by step through the enrollment process.  

If at any time you have questions, please do not hesitate to contact Patti at the Arc of Washington State at 888.754.8798 or you can contact her by e-mail.

Ensure Eligibility First

First contact the Division of Developmental Disabilities  to request an eligibility verification letter. Only residents of Washington State with a developmental disability are eligible to be a beneficiary of a trust account. This eligibility letter must be submitted with your completed enrollment packet.

Determine Which Trust Account is Right for You

The Life Opportunities Trust offers two types of individual trust accounts to meet the needs of families and individuals. Identify which account is right for you.

• A Trust I, Third Party Trust is an account in which anyone other than the beneficiary may contribute funds. Upon the death of the beneficiary, the remaining private contributions and earnings are distributed according to instructions in the Joinder Agreement.
  
  
• A Trust II, Self-Settled Trust is an account in which only the beneficiary’s  funds may be contributed. Upon death of the beneficiary, the state is entitled to recover dollar for dollar for services provided. 

Request an Enrollment Packet

You may contact the Arc of Washington State to have an enrollment packet sent to you. The packet contains the Master Trust Document, which governs the trust accounts, and the Joinder Agreement, which is the legal document needed to open an account. When requesting a packet, be sure to indicate whether you will be opening a Trust I or Trust II account. Or you may download the enrollment forms from our site.

Review and Complete Joinder Agreement

Review the Joinder Agreement and legibly fill in all requested information. If at any time you have questions, enrollment consultants are available to review the document – page by page if needed. You may email questions to patti@arcwa.org.

Notarize Your Signature

Once you have completed the Joinder Agreement, you will need to have your signature notarized.  Some banks provide this service for a nominal fee.

Prepare Enrollment Fee Check

Make your enrollment fee check or money order payable to CTED for $600.

Mail Completed Forms to the Arc of Washington State

Send the completed and notarized Joinder Agreement, enrollment fee check and eligibility verification letter from the Division of Developmental Disabilities to: