How to enroll with DDETF
Enrolling with DDETF is a simple process. We have broken the process down into five steps. Click on the plus symbol to learn more about each step.
Individuals are eligible to be DDETF trust beneficiaries if they meet three conditions at the time of enrollment:
- Reside in Washington
- Meet the state definition of developmental disability, as determined by a representative of the Washington State Developmental Disabilities Administration
- Must be under the age of 65 at the time of enrollment
To verify eligibility that an individual meets the state’s definition of developmental disability, please provide a copy of:
- A letter from the Washington State Developmental Disabilities Administration that references the prospective Beneficiary as a client (example: a letter stating the name of the individual’s case manager); or
- A copy of the first page of an Individual Service Plan (ISP) or Planned Action Notice (PAN); or
- A letter from the prospective Beneficiary’s current case manager indicating that the individual is a client of the WA State Developmental Disabilities Administration.
Only residents of Washington with a developmental disability that meet eligibility criteria of the Washington State Developmental Disabilities Administration are eligible to be a Beneficiary of a DDETF account. This proof of eligibility must be submitted with the completed enrollment packet.
Contact The Arc of Washington State to have an enrollment packet mailed or emailed to you. You may also download the documents from our Forms page.
When requesting or downloading a packet, be sure to identify and download the correct documents for the type of trust you would like to open. Trust I and Trust II documents are not the same. To learn more, visit DDETF’s types of trusts page.
Each enrollment packet contains:
- Joinder Agreement;
- Schedule C; and,
- Master Trust Document
The Joinder Agreement and Schedule C are fill-in-the-blank documents. They will need to be completed prior to submission. These documents personalize the trust for the beneficiary.
The Master Trust Document, which governs the trust accounts, is important to keep for the Beneficiary’s records.
The three documents combined (Joinder Agreement, Schedule C, and Master Trust Document) create a complete trust document.
Review the Joinder Agreement and legibly fill in all requested information. Be sure to refer to page 1 and 2 of the Joinder Agreement for terminology definitions.
Enrollment consultants are available to review the document, page by page if needed, when questions arise. Please call 888-754-8798 or email etfinfo@arcwa.org if you have questions or need assistance completing the documents.
Once the Joinder Agreement is completed, the Primary Donor (listed on page 3) will need to have their signature notarized. Some banks provide this service for a nominal fee.
When the Trust Office receives a completed enrollment packet, the Trust Manager will sign and have their signature notarized. A copy of the Joinder Agreement will be included in the new account packet sent to the Primary Representative, who is listed on page 4 of the Joinder Agreement.
Make a $600 enrollment fee check or money order payable to DDETF (or DD Endowment Trust Fund).
A separate initial contribution check may also be included with the packet. This check should be made payable to DDETF (or DD Endowment Trust Fund).
Send the completed enrollment packet to the DDETF Trust Office. The completed packet includes:
- Proof of eligibility
- Joinder Agreement – completed and notarized
- Schedule C
- Enrollment check
Mail everything to:
Developmental Disabilities Endowment Trust Fund
c/o The Arc Washington State
2638 NE State Ave
Olympia, WA 98506
Call us at 1-888-754-8798 ext. 1 with any questions.
