RESOURCES
Document Library
Our Document Library offers easy access to all the forms you need, which can be downloaded and filled out digitally. Each form is formatted for online completion and can be emailed directly to email@securedfutures.org. If you prefer, you can also print, manually fill out, scan, and email or mail the completed forms to our office at 10439 S 51st St., Suite 225, Phoenix, AZ 85044.
If you have any questions or need help, don’t hesitate to contact us at (602) 635-6674 or email us at email@securedfutures.org.
When you’re ready to request funds from your Trust, these tips will make the process a breeze.
Our Fee Schedule, effective January 1, 2024, provides the essential details you need to make informed decisions about our pooled trust administration services.
Please use this form if you’ve recently updated your mailing address, phone number, or email address. We’re here to keep your information current and stay connected with you!
Need to pay a bill from your Trust? Simply fill out and submit this form, and we’ll take care of the rest.
This guide highlights common disbursement requests for minor beneficiaries with a special needs trust. Use it as a helpful resource to make the process smoother and easier.
Want to order items from your Trust? Simply fill out and submit this form, and we’ll take care of the rest.
Need to be reimbursed for your mileage? Simply fill out this form, and we’ll take care of the rest
Please follow these instructions to send us a copy of the Benefit Verification Letter (award letter) you received from the Social Security Administration, so we can assist you further.
Use this form to apply for project aid if you’re a current beneficiary of Secured Futures Special Needs Trust facing financial or emergency hardship. Only families and households of our beneficiaries experiencing such hardships will be considered for assistance.
This form allows the Beneficiary or Authorized Person to give permission for Secured Futures to discuss Trust account details with an Interested Person. By completing this form, you authorize us to share important information about the Trust.
This form is used to request a transfer of funds from your Trust to an ABLE account. An ABLE account is a savings account that allows you to save for qualified disability expenses (QDEs) without affecting your eligibility for benefits like SSI and Medicaid. Please remember, submitting this form does not guarantee approval of the transfer.
This form is used to provide informed consent and acknowledge the liability terms for Grantors or Beneficiaries aged 65 and over. By filling out and submitting this form, you confirm that you understand and agree to the outlined terms related to your Trust.
This form is used to request a True Link card, which helps cover small monthly expenses for the beneficiary. See our ‘Frequently Requested Disbursements’ list for allowable expenses. Please note, submitting this form does not guarantee approval.
This form provides guidelines on how to submit your True Link card receipts. Following these steps ensures that your purchases are reviewed and properly filed. Simply follow the instructions to keep everything in order
This guide helps you navigate and use the True Link platform, which offers 24/7 support through an automated phone system, online web portal, and text message alerts. Whether you need to check your balance, review transactions, or get updates, this guide will show you how to make the most of these tools.
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