News

Winter 2021

Change of email addresses

Update your mailing address if it has changed to continue to receive our correspondence. Click here to view and/or print the change of address form.
The Endowment Trust Fund has a new email address. Disbursement related communications should be sent here.

Online viewing of quarterly statements available

Washington State Department of Commerce is pleased to offer online access to the Endowment Trust Fund System (ETFS) service. This system allows primary representatives to 1) view a trust account’s quarterly statements for the past three years, 2) view current account balance and 3) view recent transactions. View or download the Endowment-Trust-Fund-System-User-Manual.

To setup your ETFS Account:

Register for a Secure Access Washington (SAW) account.
Submit an ETFS Access Request Form.
Add the Endowment Trust Fund System Service (ETFS) under the Department of Commerce services.

You will receive an auto-generated email from SAW. You are not fully approved until you receive a welcome email from ETFS.

Upcoming Events

Clallam Mosaic ABLE DDETF Presentation

Date: February 4, 2021
Time: 4:00 PM – 5:00 PM
Location: Virtual Zoom

Join Zoom Meeting
https://us02web.zoom.us/j/88073846077
Meeting ID: 880 7384 6077
Passcode: 888043

Arc Snohomish ABLE DDETF presentation

Date: February 8, 2021
Time: 7:00 PM – 8:30 PM
Location: Virtual Zoom

Join Zoom Meeting
https://us02web.zoom.us/j/82925339940?pwd=MU44UmoyRk44Mm4xOUh6S0JSZDBXQT09
Meeting ID: 829 2533 9940
Passcode: 770155

Peace NW ABLE DDETF Presentation

Date: February 12, 2021
Time: 10:00 AM – 12:00 PM
Location: Virtual Zoom

http://events.r20.constantcontact.com/register/event?llr=wxhpewcab&oeidk=a07ehjel0xb56c8cdbb

On-Demand Webinars and Videos

Video - What is a Special Needs Trust? A 3-minute video of Peter explaining what is a supplemental special needs trust within the DDETF program.

Video - How can you Enroll? A 2-minute video of Peter explaining how to enroll in the DDETF special needs trust.

Video - What are the Fees? A 2-minute video of Peter explaining the fees charged by the DDETF program.

Video - Making contributions. Forthcoming.

Video - Taking distributions. Forthcoming.

Video - Maximizing benefits using your special needs trust. Forthcoming.

Webinar - Protect Disability Benefits Using DDETF and ABLE. This 68 minute recorded webinar compares the supplemental special needs trust of the DDETF with the Washington State ABLE plan. The presentation is from March 2020 and hosted on the WISE website.

Webinar - DDETF and ABLE Protect Disability Benefits. This 77 minute recorded webinar compares the supplemental special needs trust of the DDETF with the Washington State ABLE plan but with a mental health and supportive employment emphasis. The Zoom presentation is from September 2020.

Governing Board Meetings

March 4, 2021

Time: 10:00 am—2:00 pm
Location: Sea-Tac Conference Center, Seoul Room / Virtual Zoom Meeting

June 3, 2021

Time: 10:00 am—2:00 pm
Location: Sea-Tac Conference Center, Seoul Room / Virtual Zoom Meeting

September 2, 2021

Time: 10:00 am—2:00 pm
Location: Sea-Tac Conference Center, Seoul Room

December 2, 2021

Time: 10:00 am—2:00 pm
Location: Sea-Tac Conference Center, Seoul Room / Virtual Zoom Meeting

For additional information regarding the Governing Board Meetings, please contact Peter Tassoni, Disabilities Work Group Manager, Department of Commerce at
360-725-3125.

Annual Reports

The 2019 Annual Report – Click here to view and/or download the full report. The 2018 Annual Report – Click here to view and/or download the full report. The 2017 Annual Report – Click here to view and/or download the full report.

Investments

The funds in the trust are conservatively invested and safely managed by the Washington State Investment Board. For additional details on how the funds are invested and historical investment returns, please visit the Washington State Investment Board website.

Be there for your loved ones today and tomorrow.