Documents & Forms

Fact Sheets

• Account Statement Fact Sheet

  January 11, 2019 158 KB

  How to navigate and understand your quarterly trust account statements.

• Special Needs Trust Fact Sheet

  February 7, 2020 159 KB

Documents

• Business Plan - FY20

  September 24, 2019 348 KB

  MSNT's Annual Business Update for fiscal year 2020.

• Reference Guide for Co-Trustees and Life Beneficiaries

  April 24, 2019 405 KB

  Comprehensive guide for Co-Trustees and Life Beneficiaries.

Trusts

• Beneficiary Background Information

  March 29, 2017 224 KB
• Administrative Fees Form

  February 7, 2020 153 KB
• Contact and Status Change

  May 27, 2016 99 KB
• Request for Funds

  November 4, 2019 141 KB

  For requesting funds from trust.

• First Party Trust Agreement

  available by phone: 573-256-5055
  available by email: mftbt@midwestspecialneedstrust.org
• Third Party Trust Agreement

  available by phone: 573-256-5055
  available by email: mftbt@midwestspecialneedstrust.org

Charitable Grants

• Charitable Grant Program Application

  February 13, 2020 808 KB

  Application to apply for MSNT's Charitable Trust Program.

Financial

• Investment Descriptions

  October 7, 2016 31 KB

  Description of investment models.

• Investment Performance

  February 24, 2020 13 KB

  Asset allocation portfolio performance review.