Forms

The Master Trust Document and Joinder Agreement (available below) are necessary for enrolling in the DDETF program. These forms, along with the Schedule C, comprise the DDETF Enrollment Packet.

The Master Trust Document governs the individual trust accounts, and the Joinder Agreement personalizes the trust for the beneficiary. These two documents together create the trust document so it is important that both documents are reviewed prior to the completion of the Joinder Agreement.

TRUST I ENROLLMENT DOCUMENTS AND FORMS

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DDETF Application Cover Letter

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DDETF Instructions

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Trust I Joinder Agreement

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Trust I Schedule A

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Trust I Schedule B

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Trust I Schedule C – Disbursement Plan

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DDETF Your Copy Note

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Trust I Agreement

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TRUST II ENROLLMENT DOCUMENTS AND FORMS

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DDETF Application Cover Letter

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DDETF Instructions

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Trust II Joinder Agreement

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Trust II Schedule A

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Trust II Schedule B

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Trust II Schedule C – Disbursement Plan

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DDETF Your Copy Note

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Trust II Agreement

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OTHER DDETF FORMS

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Information Sheet

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Information Sheet (Español)

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Contribution Slips

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Disbursement Request Form

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Disbursement Procedures

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Change of Primary or Alternate Representative Form

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Change of Address for Beneficiary

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Change of Address for Primary Representative Form

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Enrollment Payment Plan Form


Publications

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DDETF Information Booklet

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DDETF Brochure


If you need assistance completing of these documents or forms, we are available to help you over the phone, or you can to make an appointment to visit our Olympia office.

If you would like to contact us by phone, please contact us at any time at:

888-754-8798

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