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Trust Disbursements 

What Your Trust
Can Support

Using your trust should feel clear and manageable.
These examples are here to guide you, so you understand how funds can support your needs while keeping your benefits protected.

Non-SSI Recipients

The following are examples of the types of disbursements that the Management Committee can approve for non-SSI recipients.  However, each distribution is at the sole discretion of the Management Committee and this list should not be indicative of a consent for disbursement. Please note that all requests must have prior Management Committee approval.  

  • Pre-need funeral and burial expenses

  • Legal fees

  • Home improvements (if beneficiary owns the property)

  • Case/Care Manager, if not covered by Medicaid

  • School tuition, books, and supplies

  • Entertainment items and events

  • Vacations (restrictions apply, contact us for more information)

  • Transportation expenses, if not covered by Medicaid

  • Purchase and maintenance of a car (restrictions apply, contact us for more information)

  • Cleaning Supplies

  • Household goods and furniture

  • Phone and Cable bills (must look at the household composition/number of devices on bill)

  • Home care services, if not covered by Medicaid

  • Medical Equipment, if not covered by Medicaid

  • Purchase of a house or vehicle (restrictions apply, contact us for more information)

  • Shelter related (rent, mortgage, taxes, utility bills, water, sewage, garbage collection- must look at the household composition)

  • Groceries or food

  • Mileage to others to drive the beneficiary using a third-party vehicle (must use the appropriate form)

  • Reimbursement to friends/family members for items purchased on behalf of the client, itemized receipts required

  • Current credit card payments, itemized receipts and invoice required

  • True Link card

*If client lives in Section 8 or HUD housing any payment of recurring expenses may be problematic

Non-SSI prohibited expenses:

  • Cash or payments directly to the beneficiary

  • Gift Cards 
  • Purchase of gift

SSI Recipients

The following are examples of the types of disbursements that the Management Committee can approve for SSI recipients.  However, each distribution is at the sole discretion of the Management Committee and this list should not be indicative of a consent for disbursement. Please note that all requests must have prior Management Committee approval. 

  • Pre-need funeral and burial expenses

  • Clothing

  • Legal fees

  • Home improvements (if beneficiary owns the property)

  • Case/Care Manager, if not covered by Medicaid

  • School tuition, books, and supplies

  • Entertainment items and events

  • Vacations (restrictions apply, contact us for more information)

  • Transportation expenses, if not covered by Medicaid

  • Purchase and maintenance of a car (restrictions apply, contact us for more information)

  • Cleaning Supplies

  • Household goods and furniture

  • Phone and Cable bills (must look at the household composition/number of devices on bill)

  • Home care services, if not covered by Medicaid

  • Medical Equipment, if not covered by Medicaid

  • Purchase of a house or vehicle (restrictions apply, contact us for more information)

  • Mileage to others to drive the beneficiary using a third-party vehicle (must use the appropriate form)

  • Reimbursement to friends/family members for items purchased on behalf of the client, itemized receipts required

  • Current credit card payments, itemized receipts and invoice required

  • True Link card

*If client lives in Section 8 or HUD housing any payment of recurring expenses may be problematic

SSI prohibited expenses:

  • Shelter related (rent, mortgage, taxes, utility bills, water, sewage, garbage collection, etc.)

  • Cash or payments directly to the beneficiary

  • Gift Cards 

  • Purchase of gifts

Let’s plan your peace of mind.

Every journey begins with one step. Reach out today, and let’s build a trust that supports your independence and dignity.