AISH Benefits Administration Program

Application process

If you have an individual on your caseload who is interested in participating in the program please follow this process:

Step 1 – Signing the Trust Agreement

• Schedule a meeting with the individual, his/her guardian, agency representative, etc. to review the AISH Benefits Administration Program.
• Discuss the role of the Primary Contact Person (PCP) and determine who will assume this role.
• Review the Trust Agreement and complete accordingly. Please note: To ensure all information remains confidential, all forms must be printed and completed by hand.

Form required: A copy of the Trust Agreement, with appendices attached, can be obtained for each PDD Region.

• Northwest Trust Agreement
• Edmonton Trust Agreement  
• Central Trust Agreement  
• Calgary Trust Agreement

See also: Answers to frequently asked questions.

• Review the individual’s monthly expenses and complete the AISH Benefits Administration Instructions Form.

Form required: the Instruction Sheet provides detailed instructions on how to complete the AISH Benefits Administration Instructions Form (Adobe PDF) Size: 93KB.

See also: Completed example Instruction Sheet (Adobe PDF) Size: 96KB, How to make Instruction Sheet budget changes (Adobe PDF) Size: 60KB.

• Make a copy of both the Trust Agreement and the Instruction sheet for your records.
• Send the completed Trust Agreement to the Program Contact.

Step 2 – Verification of Trust Agreement

• The Program Contact reviews the completed Trust Agreement and signs the "Program Contact Verification Form", which is an appendix to the Trust Agreement, and sends the Trust Agreement to the appropriate AISH Administrator, as set out in 8.2 of the Trust Agreement.

Form required: the Program Contact Verification Form (Adobe PDF) Size: 60KB.

• The AISH Administrator reviews the forms, signs the Trust Agreement and provides it to the Financial Benefits Worker.
• The Financial Benefits Worker will arrange a meeting with the individual to ensure the Trust Agreement is complete and that the individual is participating in the program voluntarily. At this time, the Financial Benefits Worker is required to sign the "Acknowledgement Form" (an appendix to the Trust
  Agreement) to redirect the benefits to the Public Trustee's Office.

Form required: the Acknowledgement Form (Adobe PDF) Size: 78KB.

• The Trust Agreement is then sent to the Office of the Public Trustee.

Step 3 - Verify Public Trustee participation

• The Public Trustee's Office will review the Trust Agreement and all appendices to ensure all the required information is submitted and all signatures have been obtained. If the individual is approved into the program, a representative of the Public Trustee will sign the Trust Agreement.
• The Public Trustee's Office will send a copy of the fully completed Trust Agreement to all parties involved.

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