SWITCH TO TRUSTED

Ready to switch to Trusted now? We can help you make a seamless transition from an existing Pooled Trust to Trusted Surplus Solutions. You can switch to Trusted for any reason, at any time.

Why will switching to Trusted be worthwhile?

Exceptional Customer Service

Our coordinators are always available to answer questions via phone or email. We provide step-by-step guidance throughout the process, making our clients’ experience as smooth and pleasant as possible.

Handling of DOH Forms

Your headache becomes ours. We simplify the sign-up process by managing your DOH documents. We take care of submitting them and follow up with the County until they are approved.

Convenient Credit Card Option

As a member, you will receive our unique surplus credit card. This card allows you the flexibility and freedom to spend your trust funds easily without the hassle of keeping track of receipts and bills.

From the Comfort of Your Home

We offer phone and Zoom meetings, or our agents will meet you in person at your home. Your comfort and peace of mind is our priority. 

Exceptional Customer Service

Our coordinators are always available to answer questions via phone or email. We provide step-by-step guidance throughout the process, making our clients’ experience as smooth and pleasant as possible.

Handling of DOH Forms

Your headache becomes ours. We simplify the sign-up process by managing your DOH documents. We take care of submitting them and follow up with the County until they are approved.

Convenient Credit Card Option

As a member, you will receive our unique surplus credit card. This card allows you the flexibility and freedom to spend your trust funds easily without the hassle of keeping track of receipts and bills.

From the Comfort of Your Home

We offer phone and Zoom meetings, or our agents will meet you in person at your home. Your comfort and peace of mind is our priority. 

How long does it take?

We can get it done right away! Get in touch with Trusted today so we can discuss the challenges you are encountering, and get started on finding the best solutions for you.

What is the changeover process?

Terminate your existing account

Reach out to your current pooled trust for detailed instructions on how to close your account. It’s essential to notify them and follow their procedures to ensure that the account is closed properly, leaving no balance behind.

Clear Your Balance 

Request that any remaining funds be transferred to Trusted Surplus Solutions, and ensure that no future deposits are made into your old trust account. 

Obtain Your Final Verification of Deposit (VOD)

It’s crucial to request the final Verification of Deposit (VOD) form from your current trust, as you will need this document for your next Medicaid recertification, along with the VOD from Trusted.

Apply with Trusted 

Get in touch with Trusted for a complimentary consultation to help you open your new Pooled Trust account.

Should you need any assistance during this process, feel free to contact us. We’re here to help! 

Have questions? Contact us today

Have questions? Contact Us today

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Don’t hesitate. Make the switch to Trusted today

You deserve the best service, and we're committed to guiding you every step of the way as you transition to Trusted Surplus Solutions.

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