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Switch to ECS Pooled Trust

At ECS, we're here to ensure a seamless and hassle-free switch. From the outset, you'll experience exceptional client service from our dedicated and compassionate team. When you're ready to make the switch, here's what to do:
Contact ECS

Contact us to receive specific instructions on how to address any issues you're encountering with your existing pooled trust. Let's discuss your current situation and the challenges you're facing. Take advantage of our complimentary consultation to initiate the transition and enroll with ECS Pooled Trust

1
Close Your Old Account
2

Consult your current pooled trust for guidance on closing your account. Follow their instructions to allow a proper closure, leaving no income behind. Obtain your final Verification of Deposit (VOD) form from your old trust, as you will need it for your Medicaid recertification, along with the one you'll receive from ECS.

Join ECS
3

When joining ECS pooled trust we'll waive the enrollment fee, as you've already paid this fee with your previous trust. To safeguard your benefits we'll establish a new pooled trust. In order to avoid a gap in your medicaid coverage you will fund your monthly surplus into the ECS pooled trust the following month. Make sure that you don't miss a deposit during the transition to ECS to protect your benefits.

We're here to guide you as you transition to ECS Pooled Trust, where you can expect nothing but the best in service. Your well-being is our top priority, and we're fully prepared to provide you with superior customer care.
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