PLAN of MARI Disbursement Guidelines

Disbursement Guidelines

Date posted: September 4, 2019
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Federal law requires that the funds in a Special Needs Pooled Trust be used for the sole benefit of the trust participant. This document describes allowable and prohibited expenditures and the process for accessing funds from a trust.

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Disbursement Request Form

Date posted: September 4, 2019
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Participants use this form to request that PLAN disburse funds from his / her trust account for payment to a vendor or other third party.

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W-9 Form

Date posted: September 4, 2019
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A service provider must complete this form in order to receive payment from a Special Needs Pooled Trust account.  PLAN uses the information from the form to report all payments to the IRS. For a Spanish version click here.

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Notice to Applicants Age 65+

Date posted: September 4, 2019
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This notice relates to the application of transfer of assets penalty provisions. Applicants age 65+ and their attorneys should review this notice.

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Life Care Plan

Date posted: September 4, 2019
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This document, completed by the family, outlines the wishes of the donor(s) as to how s/he or they want the trust funds to be used to benefit a loved one.  

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Joinder Agreement (MA) for Third Party Trust

Date posted: January 13, 2020
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Prospective enrollees in the third-party trust must complete this document; it serves as both an application and, when fully executed, joins a person to the third-party trust.   

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