This page contains all of CFMF’s forms. Please contact our Administrative Office if you need assistance.

CFMF is changing its Trustee to The Huntington National Bank effective October 1, 2019. We are unable to accept any Joinder Agreements identifying Equity Trust Company as Trustee after 9:00 am on September 30, 2019. Please contact our Trust Development Coordinators at (216) 736-4540 if you are submitting a new Joinder Agreement and are unsure which forms to use.

Pooled Medicaid Payback Trust with The Huntington National Bank as Trustee (Starting 10/01/19) – NEW

  • CFMF has partnerships with four Ohio nonprofits: Jewish Federation of Cleveland, Hattie Larlham, ADD, and The Arc of Ohio. One of the following Joinder Agreements should be used if the person establishing the Pooled Medicaid Payback Trust wishes for the named organization to receive trust funds at the death of the beneficiary:
    • Jewish Federation of Cleveland Pooled Medicaid Payback Trust Joinder Agreement
    • Hattie Larlham Pooled Medicaid Payback Trust Joinder Agreement
    • ADD Pooled Medicaid Payback Trust Joinder Agreement
    • The Arc of Ohio Pooled Medicaid Payback Trust Joinder Agreement

Master Trust with The Huntington National Bank as Trustee (Starting 10/01/19) – NEW

  • The Master Trust Starter Kit contains all of the forms and instructions necessary to establish a new third-party discretionary Master Trust. It includes:
    • Master Trust Joinder Agreement
    • W-9
    • Attorney Acknowledgment
    • Attorney Instructions
    • Deposit Instructions
    • Opt-Out of Paper Statements
    • Trust Comparison Fee Schedule
    • 4th Restatement of The Community Fund Management Foundation Master Trust Agreement
  • CFMF has partnerships with four Ohio nonprofits: Jewish Federation of Cleveland, Hattie Larlham, ADD, and The Arc of Ohio. One of the following Joinder Agreements should be used if the person establishing the Master Trust wishes for the named organization to receive trust funds at the death of the beneficiary:
    • Jewish Federation of Cleveland Master Trust Joinder Agreement
    • Hattie Larlham Master Trust Joinder Agreement
    • ADD Master Trust Joinder Agreement
    • The Arc of Ohio Master Trust Joinder Agreement

Notices Regarding the Change in Trustee (Starting 10/01/19)

About CFMF

Trust Distributions

Trust Distributions – Policy

Trust Administration

Reference

Grants

Establishing a CFMF POOLED MEDICAID PAYBACK TRUST (Until 9/30/19)

Establishing a CFMF MASTER TRUST (Until 9/30/19)