In order to be a beneficiary of the Springhill Corporation Pooled Accounts Trust ("Springhill Pooled Accounts Trust"), a person needs to first enroll. Enrollment information can be found here 
.
Once enrolled, when a beneficiary needs something to be paid for, a Disbursement Request Form is completed and sent to the Springhill Pooled Accounts Trust. Staff review the request to ensure the distribution is permissible and will not interfere with the beneficiary’s ability to receive means-tested public benefits. The request is then approved by the Trust Administrator and sent to accounting for payment to the approved service or product provider.
Permissible Disbursements
Disbursements must be for the sole benefit of beneficiaries and are made at the discretion of the Trust Administrator, who will take into account the long-term needs of the beneficiary, their eligibility for public benefits, and the funds available.
What the Trust can pay for varies depending on the types of benefits (e.g., SSI, SSDI, Medicaid, Medicare, Section 8) that an individual receives. Generally, the Trust is much more restricted in the distributions that it can make if the individual receives Supplemental Security Income/Medicaid than if he or she receives Social Security Disability Insurance/Medicare.
Below are some categories of expenses for which the Trust can typically make disbursements.
- Transportation
- Education
- Fitness
- Hobbies
- Computer services and the internet
- Cell or landline phones
- Cable
- Certain household items
- Professional services (e.g., legal, accounting, cleaning)
- Medical, health insurance, and caregiving expenses not paid for by another source (e.g., by Medicaid)
- Vacations and entertainment expenses
- Clothing
- Non-food personal items
- Additional items
This is not an exhaustive list. Please contact us if you have any questions about specific types of disbursements. Please note: Government rules and laws regarding distributions are subject to change. Generally, particularly if the individual receives Supplemental Security Income, the Trust cannot make disbursements for shelter and food expenses nor can the Trust distribute cash (or cash equivalent items like gift cards) to the individual. Additionally, by law, the Trust is generally limited to distributions that are for the beneficiary's sole-benefit.
Again, please contact us regarding any questions related to disbursements.
