The trust can pay expenses that will enrich the
quality of life for the Beneficiary.
For SSI and Medicaid recipients disbursements are approved based on the rules that will protect
these benefits. For SSI recipients the trust cannot pay for food or shelter (e.g., room, rent,
mortgage payments, real estate property taxes, heating fuel, gas, electricity, water, sewage,
and garbage collection services). There are some restrictions for Medicaid recipients also.
Checks are made payable to vendors.
For Beneficiaries who do not receive government benefits the above restrictions do not apply.
The following are some examples of the expenses that the trust can pay:
Medication and Devices – The trust can provide funds for prescription and nonprescription
medication not paid for by Medicaid, eye glasses, hearing aids, prosthetic devices
and expenses for maintenance of these devices.
Medical Services – The trust can provide funds for services that are not paid for by Medicaid such
as dental care, eye exams, and hearing exams to name a few.
Assistive Technology
Education – The trust can provide funds for vocational training and educational expenses such as tuition, books, supplies, computer and software, and training in their use.
Transportation – The trust can provide funds for the purchase of a car titled in the name of the Beneficiary including insurance, gasoline, and maintenance. A lien is required for vehicles valued at over $5,000 at the time of purchase.
Certain Housing Items – The trust can provide funds for home modifications such as ramps and rails to accommodate the Beneficiary, and similar items of expense.
Payment requests are reviewed based on the following criteria:
For SSI and Medicaid recipients disbursements are approved based on the rules that will protect
these benefits. For SSI recipients the trust cannot pay for food or shelter (e.g., room, rent,
mortgage payments, real estate property taxes, heating fuel, gas, electricity, water, sewage,
and garbage collection services). There are some restrictions for Medicaid recipients also.
Checks are made payable to vendors.
For Beneficiaries who do not receive government benefits the above restrictions do not apply.
The following are some examples of the expenses that the trust can pay:
Medication and Devices – The trust can provide funds for prescription and nonprescription
medication not paid for by Medicaid, eye glasses, hearing aids, prosthetic devices
and expenses for maintenance of these devices.
Medical Services – The trust can provide funds for services that are not paid for by Medicaid such
as dental care, eye exams, and hearing exams to name a few.
Assistive Technology
Education – The trust can provide funds for vocational training and educational expenses such as tuition, books, supplies, computer and software, and training in their use.
Transportation – The trust can provide funds for the purchase of a car titled in the name of the Beneficiary including insurance, gasoline, and maintenance. A lien is required for vehicles valued at over $5,000 at the time of purchase.
Certain Housing Items – The trust can provide funds for home modifications such as ramps and rails to accommodate the Beneficiary, and similar items of expense.
Payment requests are reviewed based on the following criteria:
- • Whether benefits such as SSI and Medicaid
would be jeopardized.
- • Whether the request is for the sole benefit
of the Beneficiary – CCT’s attorneys and the Social
Security Administration have
advised that the trust funds can only be used for the sole benefit of the Beneficiary (gifts and tithing are restricted). - • Whether the request is prudent.
- • Whether the request is consistent with the
intent of the Grantor.
- • Restrictions apply for purchases of alcohol and weapons.
- • Prior approval is recommended for large purchases such as home renovations, home purchase and vehicle purchase.
Please call the CCT office at (804) 740-6930 for any questions.
For
additional
information see:
FAQ
Role of the Trustee
Definitions
Examples of How to
Use the Trust