All Forms

Below is a list of CFMF documents and forms. Please contact our Administrative Office if you need assistance.

• About CFMF
  • Notice of Change of Address (Effective 10/15/2018)
  • Contact List
  • 2019 Holiday Schedule
• Establishing a CFMF MASTER TRUST
  • Attorney Instructions for Master Trust
  • Attorney Acknowledgment (Optional – Effective March 2019)
  • Trust Agreement for Master Trust (3^rd 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 POOLED MEDICAID PAYBACK TRUST
  • Attorney Instructions for Pooled Medicaid Payback Trust
  • Trust Agreement for Pooled Medicaid Payback Trust (11^th 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
• Trust Distributions
  • Distribution Request Form
  • Beneficiary Resource Record
  • Instructions for Designated Advocates
  • Receipt Log for Advances
  • Complete Distribution Packet for New Designated Advocates of Funded Trusts
• Trust Distributions – Policy
  • Common Distribution Requests
  • Food (November 2017)
• Trust Administration
  • About our Trust
  • Attorney Acknowledgement with helpful tips (Optional – Effective March 2019)
  • Authorization to Release Information
  • Change of Address
  • Deposit Instructions
  • Deposit Slip
  • Opt-Out of Paper Statements Form
  • Trust Account Comparison Table effective 1/1/19 (includes fee schedule)
  • Tax Notice
• Reference
  • Special Needs Alliance’s Special Needs Trust Handbook
  • 2018 Annual Report
  • 2017 Annual Report
  • 2016 Annual Report
  • Chart Comparing ABLE Accounts and Trusts
• Grants
  • Grant Application Instructions (effective 1/1/19)
  • Grant Application for Individuals (effective 1/1/19)
  • Grant Application for Nonprofits (effective 1/1/19)