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Trust Disbursements

What if a request is denied?

A request may be denied because additional information or documentation is needed. If this is the case, the request can be submitted again with the proper documentation.  A request may also be denied because the request exceeds the balance available in the Trust, because the request is not permissible under the terms of the Trust, [...]

What if a request is denied?2018-12-20T08:41:58-05:00

Why do I need to submit receipts, invoices, or statements?

Invoices, quotes, receipts, or statements for requested items are needed to document each expense and help safeguard eligibility for benefits. If these items are not provided, the request may be denied.

Why do I need to submit receipts, invoices, or statements?2018-12-20T08:32:45-05:00

When money is distributed from the account, who gets it and where is it sent?

On the Distribution Request Form, the Beneficiary indicates the “payee” and where to send the check. The “payee” is the person or company to whom a check is made payable. The payee should be the vendor or provider of the supplemental item or service or a third party if the request is for reimbursement of [...]

When money is distributed from the account, who gets it and where is it sent?2018-12-20T08:32:00-05:00

Is there a limit on the amount that can be requested to pay for a supplemental service or item?

No, there is no limit. The entire balance of a trust account is available to pay for a supplemental service or item, but the request must be properly submitted and approved by ACT.  If a disbursement request is received that will fully deplete the Trust, ACT may require that a reserve be held in the [...]

Is there a limit on the amount that can be requested to pay for a supplemental service or item?2018-12-20T08:31:32-05:00

If the same thing is requested every month, does the distribution request form need to be submitted to ACT every month?

If the amount of the item or service remains the same or consists of a bill that the Trust customarily pays for regularly (such as cable or cellular phone), there is generally no need to submit a Request form for each month that payment is requested.  A Beneficiary may contact the service provider to have [...]

If the same thing is requested every month, does the distribution request form need to be submitted to ACT every month?2018-12-20T08:31:00-05:00

What if there is an emergency?

Emergency distribution requests can be made at any time, but ACT cannot guarantee that the request will be fulfilled within a certain time frame.  Requests received during non-business hours will be reviewed at the first opportunity on the next business day.

What if there is an emergency?2018-12-20T08:30:28-05:00

How long does it take?

Generally, it takes approximately 7 – 10 business days for a disbursement check to be issued in response to a request submitted with proper documentation, but the request may take longer if there is a need for additional documentation or there are questions regarding the distribution. Some requests may require approval of the appropriate Court [...]

How long does it take?2018-12-20T08:30:00-05:00

When does ACT review requests?

A Trust Administrator reviews the request and supporting documentation as soon as practicable after the request is received, often on the first business day following receipt.

When does ACT review requests?2018-12-20T08:29:25-05:00

How often can requests be made?

Requests can be submitted to ACT at any time and there is no limit on the number of requests that can be submitted.

How often can requests be made?2018-12-20T08:28:53-05:00

What forms are needed to make a disbursement request?

The Request for Disbursement form must be submitted with each request.  Supporting documentation must be submitted at the time the request is made.  Requests without documentation will not be fulfilled until the documentation is received. Please see the above section on Disbursement Forms for the specific form corresponding to the beneficiaries request.

What forms are needed to make a disbursement request?2018-12-20T08:52:29-05:00

ABOUT US

In 2001 ACT was incorporated as a non-profit charitable organization in Pennsylvania for the purpose of administering a pooled special needs trust for the benefit of individuals with disabilities.  Over the years ACT also became Trustee for other special needs trusts, including Third Party Special Needs Trusts, which are funded with the assets of someone other than the Trust Beneficiary; Non-Pooled Special Needs Trusts, which are funded with assets belonging to the Trust beneficiary; and, educational special needs trusts.

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