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

 

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)