Disbursements From Your Trust
Requesting a disbursement from your special needs trust is as easy as sending a completed disbursement request form to [email protected]. Thank you!
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 Guidelines Video
Disbursement Types and Processes
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.
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.
Haga clic aquí para información sobre el Formulario W-9 en Español.
