When requesting funds from a special needs trust, a Distribution Request Form is completed and documents supporting the request are provided. These requests are given priority since they are typically requested to fill immediate needs. We will review your request to determine if it qualifies as an eligible expense and confirm it complies with the terms of the trust agreement. Your Administrator will communicate the outcome of their findings to you. If the request is approved, payment will be issued directly to the provider of the goods or service you requested. To obtain a Distribution Request Form, please contact your Trust Administrator.

State and federal rules are in place to preserve the integrity of special needs trusts; these rules are complex, constantly evolving, and can vary from state to state. Having clear documentation of what was requested and how funds were distributed is critical for compliance.

Each individual request is reviewed by a Trust Administrator and Trust Officer. We ask that you allow 3-5 business days from the time the request is received for payment to be processed. Our goal is to help within the guidelines of the law and the terms of the trust. For more information, contact your Trust Administrator. If you are unsure of who to contact about your special needs trust, contact us.