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
DDETF Application Cover Letter
DDETF Instructions
Trust I Joinder Agreement
Trust I Schedule A
Trust I Schedule B
Trust I Schedule C – Disbursement Plan
DDETF Your Copy Note
Trust I Agreement
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TRUST II ENROLLMENT DOCUMENTS AND FORMS
DDETF Application Cover Letter
DDETF Instructions
Trust II Joinder Agreement
Trust II Schedule A
Trust II Schedule B
Trust II Schedule C – Disbursement Plan
DDETF Your Copy Note
Trust II Agreement
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OTHER DDETF FORMS
Enrollment Payment Plan Form
Contribution Slips
Disbursement Request Form
Disbursement Procedures
Change of Primary or Alternate Representative Form
Change of Address for Beneficiary
Change of Address for Primary Representative Form
Publications
DDETF Booklet
DDETF Brochure (English)
DDETF Brochure (Español)
DDETF Brochure (Pусский)
Information Sheet (English)
Information Sheet (Español)
Information Sheet (Pусский)
DDETF ABLE Comparison
DDETF ABLE Comparison (Español)
DDETF ABLE Comparison (Pусский)
DDETF ABLE Comparison (Tiếng Việt)
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: