News

two Trust Holders Meetings on July 20, 2021

Join us for a virtual trust holder’s meeting via Zoom on July 20, 2021 from either 10:00 am to 11:30 am registration or 6:30 pm to 8:00 pm registration. Click on the link to register to get the Zoom meeting connection information.

We have expanded the agenda to cover – a Preview of a Pooled Special Needs Trust, the History of the DDETF, an Overview of Trust Statistics, History of Investments, and a Statistical Overview of Trust Holders. Plan for 75 minutes of presentations and Q&A session.

Russian and spanish outreach documents

The brochure, information sheet and DDETF-ABLE comparison have been translated into Russian and Spanish. Check them out on the Forms webpage near the bottom under the Publications header.

Video library

Video blogs and recorded presentation webinars are available on the Video webpage. Check them out! Psst: the “videos” button is located in the top blue and green banner stripe on the right side.

Online viewing of quarterly statements available

The Endowment Trust Fund System (ETFS) service 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.

It is a three-step process to setup your ETFS service. There are screen shots of the steps shown in the user manual below that is easy to follow. The process is:

1. Register for a Secure Access Washington (SAW) You will receive an auto-generated email from SAW once your account is set up.
2. Submit a scanned copy of the ETFS Access Request Form to the email address on the form. You will receive an email from ITARS Mail once the logistics setup is completed. This takes a few days to process.
3. After the two confirmation emails are received, go to SAW, login, click on the “add a new service” button, click on the “I would like to browse a list of services by agency” button, click on the “Department of Commerce” button, scroll to the “Endowment Trust Fund System” (ETFS), and select “apply” to add it to your SAW account services. You will receive an auto-generated welcome email from SAW for the ETFS service.
4. Three steps and three email confirmations later, you can go to Secure Access Washington (SAW), login, and click on the ETFS service to view the trust account information 24/7/365.

View or download the Endowment-Trust-Fund-System-User-Manual.

• It shows screen by screen images of the steps to take connecting the service.
• It shows screen shots of the features of the service.

reminders

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