The following documents include important legal and financial details about our trusts and should be read before you elect to set up a trust.

Master Trust for 1st Party Trusts
JLA Trust Enrollment Guide 
Investment Policy
Deposit Instructions
Spending Plan
True Link Card Rules Acknowledgement
Step By Step Instructions to Submit Joinder

To enroll in a 1st Party trust, the following forms should be filled out in their entirety, and returned to JLA Trust.

Enrollment Checklist
Joinder
(signed and notarized) Letter of Intent (optional)