Disbursements From Your Trust
Requesting a disbursement from your special needs trust is as easy as sending a completed disbursement request form to [email protected]. Thank you!
Disbursement Guidelines Video
Disbursement Types and Processes
Disbursement Guidelines
Federal regulations require 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.
Disbursement Request Form
Participants use this form to request that PLAN disburse funds from his / her trust account for payment to a vendor or other third party.
W-9 Form
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.