Below is a list of CFMF documents and forms. Please contact our Administrative Office if you need assistance.
- NEW – Appointment of Huntington as Trustee (Effective 10/01/2019)
- Notice to Grantors of Revocable Master Trusts
- Notice to Designated Advocates of Irrevocable Master Trusts
- Notice to Designated Advocates of Pooled Medicaid Payback Trusts
- Notice to Designated Advocates of Roll-In Pooled Medicaid Payback Trusts
- Notice to Attorneys
- Opt-Out of Paper Statements Form (Huntington)
- Fee Schedule (Starting 10/01/19)
- About CFMF
- Establishing a CFMF POOLED MEDICAID PAYBACK TRUST (Until 9/30/19)
- Attorney Instructions for Pooled Medicaid Payback Trust (Updated 7/2019)
- Trust Agreement for Pooled Medicaid Payback Trust (11th Restatement)
- Joinder Application for Pooled Medicaid Payback Trust
- Joinder Application for Pooled Medicaid Payback Trust – The Arc of Ohio Partnership
- Joinder Application for Pooled Medicaid Payback Trust – ADD Partnership
- Joinder Application for Pooled Medicaid Payback Trust – Jewish Federation of Cleveland Partnership
- Joinder Application for Pooled Medicaid Payback Trust – Hattie Larlham Partnership
- Acknowledgment for Attorneys when Beneficiary is Age 65 or Older
- Attorney Acknowledgment (Optional – Effective March 2019)
- W-9
- Establishing a CFMF POOLED MEDICAID PAYBACK TRUST with Huntington as Trustee (Starting 10/01/19)
- Documents will be available soon
- Establishing a CFMF MASTER TRUST (Until 9/30/19)
- Attorney Instructions for Master Trust (Updated 7/2019)
- Attorney Acknowledgment (Optional – Effective March 2019)
- Trust Agreement for Master Trust (3rd Restatement)
- Joinder Application for Master Trust
- Joinder Application for Master Trust – The Arc of Ohio Partnership
- Joinder Application for Master Trust – ADD Partnership
- Joinder Application for Master Trust – Jewish Federation of Cleveland Partnership
- Joinder Application for Master Trust – Hattie Larlham Partnership
- W-9
- Establishing a CFMF Master Trust with Huntington as Trustee (Starting 10/01/19)
- Documents will be available soon
- Trust Distributions
- Trust Distributions – Policy
- Trust Administration
- About our Trust
- Attorney Acknowledgement with helpful tips (Optional – Effective March 2019)
- Authorization to Release Information
- Change of Address
- Deposit Instructions (Updated 07/2019)
- Deposit Slip
- Fee Schedule (Until 10/01/19)
- Fee Schedule (Starting 10/01/19)
- Opt-Out of Paper Statements Form (Form under review; please check back later)
- Trust Account Comparison Table (Until 10/01/19)
- Trust Account Comparison Table (Starting 10/01/19)
- Tax Notice
- Reference
- Grants