Medicaid Pooled Asset Trust
If you need to maintain or become eligible for Medicaid benefits but have excess funds due to savings, a lawsuit settlement, life insurance payment, or other assets, a Pooled Asset Trust may be the best option for you.
LIFE, Inc. offers clients the option to invest their asset trust funds. Working with a dedicated financial consultant at Signature Securities, a division of Signature Bank, clients can invest their assets to generate a return. Call us today to find out more about the pooled asset trust.
Call a Trust Counselor
516-374-4564 Ext. 3
Email Trust Counselor
bills@lifetrusts.org
Forms
Sub-Account Joinder Agreement - Asset
Self-Settled Monthly Spend Down Trust
ACH Form – Checking Account
Electronic Funds Transfer Form
Distribution Request
Trust Distribution Form
Fee Schedule – Income
Labor & Industry for Education, Inc.
Distribution Request – Recurring
Trust Distribution Form Recurring Request
Note: For the best experience, please use Google Chrome or Microsoft Edge to fill out these forms.