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.

To print the desired document below, first click on the link and download the document to your device. Then, open the document from your device and follow the print options from your device.

TRUST I ENROLLMENT DOCUMENTS AND FORMS


TRUST II ENROLLMENT DOCUMENTS AND FORMS


OTHER DDETF FORMS


Publications


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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