How do I enroll?

Trust II Enrollment Process

Schedule a meeting with the Trust Administrator.

Please call or email to schedule a time to meet or have a phone conference.  To schedule a meeting call the Trust Department at 505.883.4630 or email ArcTrust@arcnm.org.  Prior to meeting please review the joinder agreement and bring Social Security  and Medicaid documentation to the meeting.

In order to establish a Trust II account, the section in the Trust II Joinder agreement regarding trust beneficiaries must be filled out. “Remainder beneficiaries”  refers to who will receive funds left in the trust upon the trust upon the death of the trust beneficiary.  Examples of remainder beneficiaries include siblings, other family members, friends, charities, like The Arc of New Mexico and churches.

  • All Sponsors of the Master Trust I must sign the back page of the Joinder Agreement where indicated in front of a notary.
  • Mail the original copy of the Joinder Agreement to The Arc of New Mexico Master Trust, 3655 Carlisle Blvd. NE, Albuquerque, NM  87110.   Please note that it is necessary for the original signed and notarized copy of the Joinder Agreement  be mailed to The Arc Master Trust.
  • Mail the check for the Enrollment Fee along with the Joinder Agreement. The check should be made payable to The Arc of New Mexico. Please note the beneficiary’s name on the memo line of the check.
  • When the completed Joinder Agreement is received,  The Arc Trust office will process the enrollment. Please allow 10 business days to process the enrollment.
  • Once the enrollment is processed you will receive  a copy of the original Joinder Agreement for your file and forms for making disbursement requests

Trust I Enrollment Process

Schedule a meeting with the Trust Administrator.   Please call or email to schedule a time to meet or have a phone conference.  To schedule a meeting call the Trust Department at 505.883.4630 or email ArcTrust@arcnm.org.  Prior to the meeting please review the joinder agreement and bring Social Security and Medicaid documentation, and guardian papers to the meeting.

  • The original Joinder Agreement, complete with the notarized signature by the appropriate person  is needed to open the account. Copies cannot be accepted.
  • The beneficiary, legal guardian,court  or parent may sign the back of the Trust I Joinder Agreement where indicated to open the trust.

If the beneficiary is a minor the parent or parents (natural guardians) or legal guardian (appointed by the court) MUST sign the back of the Joinder Agreement where indicated to open the trust. The minor child cannot sign the Joinder Agreement to open the account.

  • If a lawsuit settlement will be used to fund the trust, a copy of the Court Order must be provided, along with the original copy of the Joinder Agreement.
  • A copy of the guardianship papers (if appropriate) must be received in order to open the Trust I account.
  • The check to fund the trust should be made payable to The Arc of New Mexico. If the beneficiary’s name is not printed on the check, please note the beneficiary’s name on the memo line of the check.
  • Mail the original copy of the Joinder Agreement, check to fund the trust, copy of the Guardianship papers (if appropriate), and copy of the Court Order (if appropriate) to The Arc of New Mexico Master Trust, 3655 Carlisle NE, Albuquerque, NM  87110. Please note that it is necessary for the original signed notarized copy of the Joinder Agreement  be mailed to The Arc Master Trust office.
  • When all of the appropriate documents are received, The Arc Trust office will process the enrollment. Please allow 10 business days for the enrollment to be processed.
  • Once the enrollment is processed the Key Person (or Key People if appropriate) will receive a copy of the original Joinder Agreement,  and a Guide with information on how to access and use the trust.
  • If you want to add funds to  Trust I account, please make the check out to The Arc of New Mexico, indicating the beneficiary’s name on the memo line and mail the check to The Arc Master Trust office. 3655 Carlisle Blvd. NE, Albuquerque, NM  87110.

Please contact us if you have any questions regarding the Trust I or Trust II enrollment process.