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 (617) 244-5552!
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 Instructions
This document provides detailed information about how to complete a Disbursement Request Form.
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.
Disbursement Request Form: Additional Space
If your request does not fit in the chart on the Disbursement Request Form, this page can be used for additional space.
Please note: this page will not be accepted without a complete Disbursement Request Form.