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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…

Procedures/Treatments

  • Dental
  • Acupuncture/Acupressure
  • Elective Surgery
  • Over The Counter Medications
  • Massage

Household

  • Internet Service
  • Computer/iPad
  • Appliances
  • Furniture
  • Security Deposit For Apartment

Personal Interests

  • Vacation
  • Gym Membership
  • Class/Lessons
  • Concert Tickets
  • Musical Instrument

Transportation

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