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Your resource for your special needs trust account.
Since March of 2020 Achieva Family Trust has continued to operate as close to normal as possible, while dealing with the COVID-19 pandemic. This was very important to us because we always strive to meet the needs of our trust beneficiaries, their families, and the professionals with whom we work. During this time we have continued to open many new trusts to assist people with disabilities with maintaining (or obtaining) vital government benefits through our Benefits Counseling Program.
Our offices are open, but we continue to follow the CDC’s recommendations about hand washing, social distancing and wearing masks or face coverings. We have resumed in person meetings consistent with all applicable safety measures and the comfort level of all involved. We look forward to the day when we can once again host in person events, like our popular Speaker Series.
We recently made the decision to postpone our Future Planning conference, Focus on the Future, which was scheduled for March 25, 2021. We are planning to hold the Conference next fall. More details to come.
Out of an abundance of caution we had also decided to postpone our popular Legal Clinic scheduled for October 7, 2020. We will plan to hold this event in 2021. Please check back for additional information.
Some Family Trust staff are still working remotely, but are available during normal business hours for phone and email questions, consultations and to facilitate trust disbursement requests. We encourage you to reach out to your assigned Trust Administrator or to us in general at 412.995.5000 ext. 565 or toll free at 1.888.272.7229. You can also contact us via email at firstname.lastname@example.org or visit our website at AchievaFamilyTrust.org. We hope you all stay safe and well during this time.
or electronically filled out and emailed.
CLICK HERE to see instructions for the online fund request form.
CLICK HERE to view an instructional video on how to use the online fund request form.
If you are concerned about how your employment income could affect your government benefits, we can help. Discover a one-stop resource to help you to achieve your employment goals.
Achieva Family Trust beneficiaries can review the videos below to learn how to fill out and submit our Fund Request Form.
The fund request form is available in these two options:
- Downloadable Fund Request Form: Can be printed, filled out and mailed or electronically filled out and emailed.
- Online Fund Request Form: Can be filled out, signed online and automatically sent to us.
The social service background we have on staff allows us to better support our beneficiaries that struggle with their mental health.
Our Benefits Counseling program works with you to help keep your benefits in tact.
If you'd like to learn about how our Charitable Residual Account program enhances the lives of others, please watch the video or click the button to learn more below.
You can see our recent newsletters by clicking on the links below.
Also, you can sign up for our monthly newsletter by emailing our Education & Outreach Coordinator at email@example.com or call (412) 995-5000 x 589.