Documents

Frequently Used Documents

Deposit Form

Trust Disbursement Request Form

Mileage Form – Vehicle Owned by Alabama Family Trust for the Life Beneficiary

Mileage Form – Vehicle Not Owned by Alabama Family Trust for the Life Beneficiary

Pre-need Funeral Disbursement Form

How to Use Online Documents

1. Click on the form and type in your information.
2. Print the completed form.  Once you close the form, your information will not be saved or recovered in order to preserve the confidentiality of your information.

How to use Adobe Reader

Download a free version of Adobe Reader 

Documents for Setting up a Trust

Please take some time to carefully read these documents as you consider setting up a trust. We’ll be happy to answer any questions you have.

Instructions to Open a Trust 

Trust Checklist

Confidential Information Form

First-Party Irrevocable Trust Agreement

Third-Party Revocable Trust Agreement

Third-Party Irrevocable Trust Agreement

Investment Objectives and Risk Tolerance Questionnaire

Investment Options Agreement

W-9

Alabama Family Trust: Our View on Legal Advice

You are not required to have an attorney to establish a trust with us. However, Alabama Family Trust does not provide legal advice. Our staff is happy to assist you in properly completing our trust documents, but our staff cannot tell you what you should do to qualify for Supplemental Security Income (SSI) or Medicaid benefits.

We recommend that you seek legal counsel to guide you in properly obtaining SSI and Medicaid benefits.

More information

Waiver Release Trust Account Information

Schedule of  Trustee Fees & Costs 

Sample of Covered/Non-covered Items

Caregiver Tax Responsibilities

Documents Relating to Vehicles for Beneficiaries

Mileage Form – Vehicle Owned by Alabama Family Trust for the Life Beneficiary

Mileage Form – Vehicle Not Owned by Alabama Family Trust for the Life Beneficiary

Vehicle Purchase Agreement

Vehicle Purchase Information Sheet

Vehicle Purchase Procedures

Charitable Trust Grants

Charitable Trust Overview

Charitable Trust Grant Request Form 

Investment Information

Welcome to Warren Averett Portal

Notice to AFT Beneficiaries re Warren Averett – April 2018

Warren Averett Monthly Summary – January 2019

Sample Monthly Individual Statement

Statute That Governs Alabama Family Trust

Alabama Family Trust was set up by the Alabama Legislature in 1994 and has served Alabamians as the only non-profit, pooled trust company in the state. The special needs trusts we manage benefit children, adults, and seniors with disabilities and other special needs.  The trusts help the beneficiaries in ways that complement government programs such as SSI and Medicaid and do not replace the benefits from those programs.  These special needs trusts range in size from $1,500 to millions.

Alabama Family Trust Statute SB-17  – January 2018