How Do I Enroll?
To get started, we encourage you to contact the Trust Department to make an appointment to learn how to open a Master Trust I or Master Trust II Account. We will work closely with you and we will walk through the process together.
The appointment will begin to establish a trust fiduciary relationship with you and the Arc of New Mexico Trust department. We will review how the pooled trust will benefit you and how the trust will enhance your quality of life. This process is to ensure the best fit for you and your circumstances. The Trust Director and/or Coordinator will review and complete the necessary documents with you to establish the trust. In addition, we will review the policies and forms with you to complete the enrollment process, including how to keep your document copies in a safe place.
Call 505-883-4630 and ask for the Trust Department, or email email@example.com to set up an appointment.
Now That You’re Enrolled!
The following document list are the ones you may refer to from time to time, including policies and procedures to guide you in accessing your trust, and other useful information.