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  • Home
  • Who We Are
    • - What is PLAN of Arizona
    • - History
    • - National PLAN Alliance
    • - PLAN Staff & Board Of Directors
  • What We Do
    • - Overview of Services
    • - Supplemental Needs Trusts
    • - Support Coordination
    • - Other Services
  • Documents
  • Resources
  • Contact

Documents – Downloadable

First Party Pooled Trust

Trust Documents

Arizona Community Self-Settled Pooled Trust **Updated 1/1/2021

Arizona Community Self-Settled Joinder Agreement

Third Party Pooled Trust

Trust Documents

4th Restated Arizona Community Third Party Master Trust

Arizona Community Third Party Joinder Agreement

2024 Fee Schedules Updated

Pay As You Go Fee Schedule

Individual Trust Fee Schedule
AC Self-Settled Trust Fee Schedule

AC Third Party Funded-Active Fee Schedule

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Advocating for individuals who have a disability, since 1994

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About Us

Plan of Arizona Inc. is a local community 501 (C)3 non-profit organization representing and advocating for parents and disabled family members since 1994

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Contact

Client Services
(602) 759-8180 plan@planofaz.org

Board of Directors      board@planofaz.org

Executive Director Liz@planofaz.org

Associations



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