Transcription of Disbursement Information Manual
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Disbursement Information Manual
2017 Commonwealth Community Trust All Rights Reserved Disbursement Information Manual TABLE OF CONTENTST able of Contents .. 1 Welcome .. 3 Key Terms .. 4 Responsibilities of the Trust Administrator .. 7 Government Benefits: Supplemental Security Income (SSI) and Medicaid .. 7 Other Government Benefits .. 8 Reporting Requirements to Government Agencies Fulfilled by CCT .. 9 Helpful Information Regarding Reporting Changes to the Beneficiary s Status to Government Agencies for Medicaid and/or SSI Recipients .. 9 Guidelines for Disbursements .. 10 The Disbursement Decision-Making Process .. 11 The Disbursement Request Process .. 11 Guidelines to Complete the Payment Request Form .. 11 How to Complete a Payment Request Form and Sample Payment Request Form .. 12 Who Can Receive Funds .. 14 How to Submit a Payment Request Form .. 14 September 2017 Turnaround Time .. 14 Reasons a Disbursement Request Could be Denied or Require Further Discussion .. 15 Reasons a Disbursement Request Could be Delayed.
Needs Trust, Purely Discretionary Trust or a family-funded special needs trust. CCT's Third-party sub-accounts are irrevocable once funded, but remain
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