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 3rd Party TrustsJLA Trust Enrollment Guide Investment PolicyDeposit InstructionsSpending PlanTrue Link Card Rules AcknowledgementStep By Step Instructions to Submit Joinder
To enroll in a 3rd Party trust, the following forms should be filled out in their entirety, and returned to JLA Trust.
Enrollment ChecklistJoinder (signed and notarized)Letter of Intent (optional)