Forms

Life Opportunities Trust Brochure & Information Booklet

Life Opportunities Trust Brochure (PDF)
Life Opportunities Trust Brochure -Focus on Transition (PDF)
Invest in Life - Life Opportunities Trust Information Booklet (PDF)

Trust I Forms

Trust I forms are for trusts that contributions will be made by anyone other than the beneficiary of the trust. To decrease downloading times, the trust forms have been broken into sections. For the Joinders and Schedule C you can choose to print the forms and complete by hand or fill-in the forms (using Adobe Acrobat) and then print them.

Application cover letter and instructions
Trust I Joinder (Print form and complete by hand)
Trust I Joinder (Fill-in form using a computer and then print completed form)
Schedule A
Schedule B
Schedule C - Disbursement Plan (Print form and complete by hand)
Schedule C- Disbursement Plan (Fill-in form using a computer and then print completed form)
Trust I Agreement

Trust II Forms

Trust II forms are for trusts set up by the beneficiary and only accept contributions from the individual who is the recipient of the trust. For easier downloading, the trust forms have been broken into sections.

Application cover letter and instructions
Trust II Joinder (Print form and complete by hand)
Trust II Joinder (Fill-in form using a computer and then print completed form)
Schedule A
Schedule B
Schedule C - Disbursement Plan (Print form and complete by hand)
Schedule C - Disbursement Plan (Fill-in form using a computer and then print completed form)
Trust II Agreement

Deposit Slips and Disbursement Request Forms

Deposit Slip
Disbursement Request Form (Print form and complete by hand)
Disbursement Request Form (Fill-in form using a computer and then print completed form)