PLAN of MARI Disbursement Guidelines

For Current Beneficiaries

Below are important documents related to the disbursement of funds from your special needs trust. If you have any questions, please call us (888) 890-7526!


PLAN
Disbursement Guidelines

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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PLAN
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.

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