How To Enroll
We’re here to guide you through each step clearly and carefully.
Do I qualify for a Pooled Trust
Eligibility for a pooled trust is based on specific Medicaid and SSI requirements. Below is a clear checklist to help you understand whether a pooled trust may apply to your situation.
If you’re unsure about any item, our team can review it with you before you move forward.
You may qualify for a pooled trust if the following apply:
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You are a person with a disability
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You receive income counted by Medicaid
Such as: – Social Security (SSI or SSDI) – Pension or retirement income – Wages or other recurring income -
Your monthly income exceeds Medicaid income limits
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You need to remain eligible for Medicaid or SSI
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You understand and agree that:
– Trust funds cannot be paid directly to you – No cash disbursements are allowed – Payments are made directly to approved vendors or providers – All expenses must comply with Medicaid and trust rules
How to Enroll
Once eligibility is confirmed, enrollment follows a clear, step-by-step process.
We explain each stage carefully and answer questions along the way.
2
Speak to our specialist
Speak one-on-one with our team to review your situation and trust options.
3
Complete the Enrollment Packet
We guide you through the required forms and documentation.
4
Trust Review & Acceptance
Some trusts require administrative or committee review before activation.
5
Submit Initial Deposit
Your trust account cannot be activated until the initial deposit is received.
6
Confirmation & Welcome Information
You’ll receive details on submitting bills, payment guidelines, and account access.
7
Notify Medicaid
The beneficiary or representative must notify Medicaid of trust enrollment.
8
Begin Submitting Bills
Once active, you may request payments for approved expenses in accordance with trust rules.
About Our Services
Every journey begins with one step. Reach out today, and let’s build a trust that supports your independence and dignity.