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.
