MassEcon Disbursement Guidelines

Disbursements From Your Trust

Requesting a disbursement is as easy as sending a completed disbursement request form to billing@planofma-ri.org. Thank you!


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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PLAN
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.

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