The Provider Trust

Allowable Distributions

Criteria for an allowable distribution from a special needs pooled trust are:

  • Must be for the sole benefit of the individual
  • Cannot pay for items already being paid for by benefits
The general purpose of distributions is to benefit the person and improve their quality of life. The below list is by no means comprehensive. Here’s just a few ideas…
old person having dental work done

Procedures/Treatments

  • Dental
  • Acupuncture/Acupressure
  • Elective Surgery
  • Over The Counter Medications
  • Massage
old person with special needs watching on a tablet

Household

  • Internet Service
  • Computer/iPad
  • Appliances
  • Furniture
  • Security Deposit For Apartment
people singing and dancing with people with special needs

Personal Interests

  • Vacation
  • Gym Membership
  • Class/Lessons
  • Concert Tickets
  • Musical Instrument
person with special needs working

Transportation

  • Bus Pass For Work
  • Bicycle
  • Taxi
  • Vehicle
  • Gas/Service