Beneficiary Handbook

We are happy that you have chosen CFPD as your Trustee and we look forward to serving you. From buying socks to buying a home, your Trust can be used for many different things to enrich your life.  

As a new CFPD trust beneficiary, we understand that some of the rules around Supplemental Needs Trusts (SNTs) may feel complex; therefore, we have created this Beneficiary Handbook to serve as your reference guide for SNT administration and important things to know.   This handbook will provide you some helpful tools, such as:

* Information on how your SNT may be used
* A current listing of our Trust Distribution Policies 
* A Supplemental Needs Request form (as an option to request funds from your trust)
* FAQs

We hope that you find this book to be a useful tool. We look forward to working with you and answering any questions you may have along the way.  We hope that your trust adds value to your life.  Thank you for allowing us to serve you!