Achieva Family Trust Beneficiaries

Beneficiaries

Your special needs trust account resource.

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Beneficiaries

Important Resources for Beneficiaries

Individuals with disabilities and their families can download important forms and information here.

For questions, contact your Trust Administrator or another member of our team at 412-995-5000 x 565 or familytrust@achieva.info.

Forms For Current Beneficiaries

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 send to us.
- 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.
Request to Begin Standing Order Form
Service Reimbursement Form
Mileage Reimbursement Form
Beneficiary Form Packet
Policy and Procedures for Distributions

Online Fund Requests

Instructions

Submit your fund requests online through our website. This simple process is detailed in this brief overview of the process.

View Instructions

Instructional Video

Achieva Family Trust beneficiaries can review videos to learn how to fill out and submit our Fund Request Form.