The Georgia Community Trust logo.
Search
Close this search box.

Georgia Community Trust of BDI

Steps to Open an Account

Bright Future

Starts
Here

First Party Trust are funded with the Beneficiary’s own money, typically through personal injury settlements, SSI back-payments, inheritances, or savings accounts.

Third Party Trusts are funded with a third party’s money (ex. Parents, Grandparents, etc.), on behalf of an individual living with a disability

Step

01

Determine the source that will fund your family member’s trust. 

Step

02

Complete the Joinder Agreement and mail it to GCT of BDI.

Step

03

Pay the Initial Enrollment Fee to set up the account. 

Step 1

Determine the source that will fund your family member’s trust. 

  • The money could come from a variety of sources, such as a will, a life insurance policy, SSI back-payments, a court settlement, a gift, or even cash from a savings account. 
  • Whose money is it? 
Piggy bank
An illustration of a document.

Step 2

Complete the Joinder Agreement and mail it to GCT of BDI.

Once you have determined which trust is right for you, download the corresponding Joinder Agreement and Trust Document.  

  • Complete the Joinder Agreement  
  • Sign and Notarize the Joinder Agreement 
  • Mail the Original Signature and Notarized Joinder Agreement to GCT of BDI  

GCT of BDI Trust Services  
2120 Marietta Blvd. NW, Atlanta, GA 30318 

 

Step 3

Pay the Initial Enrollment Fee.

Pay a one-time fee at the time the Joinder Agreement is executed to cover the cost of opening the Pooled Trust Account.
Make check payable to: GCT of BDI fbo [Beneficiary’s Name].  

See mailing instructions below:  

GCT of BDI Trust Services  
2120 Marietta Blvd. NW, Atlanta, GA 30318 

Please contact our GCT of BDI Team if you would like to pay via an electronic deposit or would like to make a fund transfer.  

Handing off a coin

Required Documents

1. Copy of the beneficiary’s Social Security card

2. Copy of Social Security Award Letter (or SSA-1099)

3. If someone other than the beneficiary is signing, you must also submit:

  • Copy of Power of Attorney or Guardianship decree, if signed by agent or guardian
  • If established pursuant to a Court Order, a copy of the Court Order is required.

4. Copy of relevant Funding documentation  

  • Court Order 
  • Settlement Agreement 
  • Life Insurance Policy,  
  • Retirement Accounts 
  • Employee Benefits 
  • Other Documentation  

We Will Help You Every Step Of The Way

If you have questions or want help completing an application, contact our Team at 678-365-0071.

Skip to content