The Special Needs Trust Advisor Since 1993
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FAQs about Designated Advocates

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. 

FAQs about Administering a Trust After a Beneficiary has Died

FAQs about Deposits

FAQs about Designated Advocates

FAQs about Distributions

FAQs about Taxes

FAQs for Attorneys

FAQs for Grant Applicants

FAQs for Recently Established Trusts

About Community Fund Ohio

Community Fund Ohio is a nonprofit tax-exempt organization that enhances life for Ohio residents with disabilities by protecting their eligibility for government benefits and funding their current and future needs through pooled special needs trusts, grants, community education, and related services.

Administrative Office
17900 Jefferson Park
Suite 102
Middleburg Heights, OH 44130
216.736.4540
216.867.9783
[email protected]
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Community Fund Ohio is open Monday through Friday, 8:30 am to 3:30 pm EST, excluding holidays and training. Our holiday schedule is on our Forms page for your convenience.

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© 2023 Community Fund Management Foundation dba Community Fund Ohio
Disclaimer: Community Fund Ohio cannot guarantee that a beneficiary will retain his or her government benefits but will assist the beneficiary in answering questions about a Community Fund Ohio Pooled Special Needs Trust. This website is for informational and educational purposes only. It is not intended to constitute legal advice, nor is it a substitute for obtaining legal advice from a licensed attorney.