Community Fund should be notified when a Designated Advocate dies. We require a certified death certificate. If the Joinder Agreement identifies a successor, Community Fund will reach out to that person or entity to confirm that he or she will serve as the new Designated Advocate. If the Joinder Agreement does not identify a successor, Community Fund will work with the Beneficiary, the Beneficiary’s guardian, or other important people in the Beneficiary’s life to find a successor. Community Fund strongly recommends that multiple successor Designated Advocates be named in the Joinder Agreement to ensure there is no lapse in representation.

Yes. This is done by completing the appropriate form to opt out of paper statements.

Paper statements are mailed quarterly. It is possible for a Grantor or Designated Advocate to opt out of paper statements and receive electronic access to monthly statements for download.

This depends on the type of trust. For Pooled Medicaid Payback Trusts and irrevocable Master Trusts, the Designated Advocate has sole authority to receive and request statements. For revocable Master Trusts, the Grantor receives statements while the Trust is not distributable, meaning funded with less than $15,000, but once the Trust has accumulated a balance of $15,000 or more (even if the balance later declines), statements are sent to the Designated Advocate.

This depends on the type of trust. For Pooled Medicaid Payback Trusts and irrevocable Master Trusts, the Designated Advocate has sole authority to communicate with Community Fund. For revocable Master Trusts, Community Fund communicates with the Grantor while the Trust is funded with less than $15,000, but once the Trust reaches an accumulated balance of at least $15,000 (even if the balance later declines), Community Fund may communicate with both the Grantor and the Designated Advocate.