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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

Fee Schedules Updated 2/26/22

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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