! Documents & Forms – Midwest Special Needs Trust

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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 - 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

September 13, 2019 127 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 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

November 7, 2019 18 kB

Asset allocation portfolio performance review.