Forms
Welcome aboard! The Anchor Trust Administration Crew strives to serve its beneficiaries efficiently, respectfully and compassionately.
To assist you in the administration of your Anchor Account, please use the forms below
(all forms are in pdf format and open in a new browser window):
Disbursement Request Form – To be completed when requesting funds for purchases, trips, etc.
Home Purchase Policy – Explains the process for requesting the purchase of a home.
Vehicle Purchase Policy – Explains the process for requesting the purchase of a vehicle.
Vehicle Information Sheet – To be completed when requesting the purchase of a vehicle.
Mileage Report – To be completed to document mileage for reimbursement when travel is required.
What Can I Buy? – Explains allowable expenditures.
Joinder Agreement – To be completed when establishing an Anchor pooled special needs trust account.
