Community Trust I Documents

Please click the tiles below to download the document. Once downloaded, fill in electronically and save with a new name, or print the document to complete by hand in hard copy. Documents requiring signatures and notarization will need to be printed, signed and notarized. From there, scan and upload for electronic submission or mail in the hard copy. For documents in a version other than English, please contact us and we will be happy to provide a translated copy!

For instructions and information about the items currently required when submitting an application, please visit the Where to Begin page.

For assistance with a trust application or any other questions, please email ContactUs@MyChoiceTrust.org or call (866) 427-3575.

Send completed forms to:

Office Location (Physical Copies):

My Choice Trust Services
258 Genesee Street

Mezzanine Level

Utica, NY 13502

Email (for applications): intake@mychoicetrust.org

Email (for withdrawals): request@mychoicetrust.org

Enrollment Documents

joinder agreement (enrollment application) icon

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information and procedures doc icon

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steps to establish an account doc icon

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new account or hard copy check deposit form doc icon

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Master Trust & Fee Schedule

community trust I master trust icon

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community trust I fee schedule icon

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Deposit Forms

new account or hard copy check deposit form doc icon

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one time electronic deposit form doc icon

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Withdrawal Forms

allowable withdrawals explained doc icon

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automatic withdrawal form icon

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one time withdrawal form icon

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Change of Situation Forms

authorized change in contact form icon

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living situration or address change form doc icon

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