New Joinder Agreements
Deposits
Trust Development Coordinators
Jeannette M. Steward
Renee Mann
Distribution Requests
Distribution Department
Katie Welsh
Brianna Beadling
Michele Jackson
All distribution questions must be submitted via phone and all forms submitted by mail or fax. Please do not email distribution questions.
Designated Advocate Updates
Executive Assistant
Lisa Wolf
Please contact for updates including resignations, address changes, and new appointments.
Grants
Executive Assistant
Lisa Wolf
Address Updates
Executive Assistant
Lisa Wolf
Death of a Beneficiary
Paralegal
Sarah Kiernan