Secondary Advocate. This person or persons can receive financial account information, can sign disbursement requests and will be contacted by CCT when needed.
Appears in 8 contracts
Samples: Third Party Pooled Special Needs Trust Joinder Agreement, Third Party Pooled Special Needs Trust Joinder Agreement, Third Party Pooled Special Needs Trust Joinder Agreement
Secondary Advocate. This person or persons person(s) can receive financial account information, can sign disbursement requests and will be contacted by CCT when needed.
Appears in 8 contracts
Samples: Third Party Pooled Special Needs Trust Joinder Agreement, Third Party Pooled Special Needs Trust Joinder Agreement, First Party Pooled Special Needs Trust Joinder Agreement
Secondary Advocate. This person or persons The person(s) who can receive confidential financial account information, can sign disbursement requests requests, and will be contacted by CCT when needed. Statements will be mailed only upon request.
Appears in 6 contracts
Samples: First Party Pooled Special Needs Trust Joinder Agreement, Third Party Pooled Special Needs Trust Joinder Agreement, Third Party Pooled Special Needs Trust Joinder Agreement
