Documents & Forms

Fact Sheets

• Account Statement Fact Sheet

  January 11, 2019 158 kB

  How to navigate and understand your quarterly trust account statements.

Documents

• Business Plan - 2018

  February 27, 2018 200 kB

  MSNT's Annual Business Update for fiscal year 2017.

• 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

  September 13, 2019 127 kB
• Contact and Status Change

  May 27, 2016 99 kB
• Request for Funds

  March 27, 2019 134 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 27, 2019 976 kB

  Application to apply for MSNT's Charitable Trust Program.

• Charitable Grant Program Fact Sheet

  February 27, 2019 68 kB

Financial

• Investment Descriptions

  October 7, 2016 31 kB

  Description of investment models.

• Investment Performance

  August 7, 2019 78 kB

  Asset allocation portfolio performance review.