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Frequently Asked Questions: Changes to the Trust
May I change the Disposition Plan?
Once an individual trust account is funded, the primary donor cannot amend the Joinder Agreement to change the Disposition Plan. A change may be made only by a court order or other dispute resolution mechanism.
May I change the list of people authorized to
request disbursements?
Yes. You may change the list of people authorized to
request disbursements at any time. Send written requests to the Arc of
Washington State, c/o Trust Fund.
May I change how much I invest in the plan?
Yes. You may invest in the plan in whatever way best
meets your needs. In some months you may have additional money to invest.
However, if investments fall below the minimum equivalent of $25 per
month, state matching funds may be unavailable.
May I change the beneficiary?
No. Once a fund is established for an individual beneficiary that may not be changed.