How do I request a copy of the signed Joinder Agreement for a specific beneficiary?

November 12, 2020

Community Fund Ohio mails a copy of the fully executed and accepted Joinder Agreement to the attorney of record and the person who established the Trust. Community Fund Ohio also provides a copy of the Joinder Agreement to any new Designated Advocate when he or she begins serving in that role. The person who established the Trust or the primary Designated Advocate may request a copy of the Joinder Agreement by calling our Trust Development Coordinators or mailing a request to our Administrative Office.