Individual Trust FAQs
Are there any hidden fees that will be charged to my account?
No, never. We disclose all of our fees up front. We work hard to keep our fees as low as possible.
Can Family Network on Disabilities draw up a trust for me?
We do not draft Individual Special Needs Trust but would be happy to review any trust documents your attorney drafts at no additional charge to your account.
Can I have pre-need funeral arrangements paid for out of my trust?
Yes, we encourage you to do this if you haven’t already done so.
How are funds in the trust invested?
We hire professional asset managers to get the best return possible for the money placed in the trust, while making sure that the funds are invested as safely as is prudent. The approach has always served us well. We will be happy to provide more information about how the funds are invested, if you would like.
How can I check my account?
You can call us directly and speak to a live person at any time during business hours and get your balance and information about your account.
How do I get money out of the trust?
We try to make the process of requesting money as easy as possible. We have a one page form that we ask you to fill out, sign, and send in to us for each request.Please make sure to send in any backup documentation relating to the request. If you want someone to be reimbursed for something that they’ve purchased on your behalf, please include receipts. If the request will be the same every week or month, you can send in a single request with a copy of the bill and ask that we continue to pay it until you request otherwise. If you have any questions about how to fill out these forms, our staff will be happy to walk you through the form line by line.
How do I make deposits into my trust account?
You can send a check, cashier’s check or money order to us at FND Trust Services, 311 S. Missouri Ave, Clearwater, FL 33756, Attn: Trust Department. For regular payments, like those for annuities or other regular monthly payments, we can arrange to have them direct deposited into your account.
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