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Pooled Special Needs Trusts
Steps for Disbursement Requests
Disbursement requests are carefully reviewed by FLC. To ensure we are making the best decision for the Beneficiary and adhering to federal and state laws, the following questions are considered with each request:
- Will the disbursement make the Beneficiary ineligible for government benefits? See Guidelines for Disbursements.
- Does the disbursement solely benefit the Beneficiary?
- Is the request in line with the Grantor’s objectives for the trust?
- Are there sufficient funds in the trust?
- Have we received all required documentation?
The Approval Process
1 - Submit Request
Submit a Disbursement Request Form to FLC, along with supporting documents, including: receipts, invoices or estimates.
Requests can be submitted by:
MAIL
The Full Life Center
ATTN: (Your Client Service Coordinator’s Name)
349 East High Avenue
New Philadelphia, OH 44663
FAX
330.602.2822
EMAIL
Send your request via email to disbursements@
thefulllifecenter.org
2 - Routine and Recurring Requests
These are requests for typical and recurring expenditures. These requests are reviewed considering the questions above and must be approved by the Client Service Coordinator and a Supervisor. Please allow 3-5 business days for approval.
NOTE: The request may take longer if supporting documentation is not submitted with the request or additional information is required.
3 - Nonroutine Requests
These are requests for nonroutine and nonrecurring items. To ensure we are doing our due diligence, these requests will require additional time for review.
4 - Approval / Denial
After thorough review, there are two possible outcomes of your request:
5 - Approved Requests
Upon approval, a check will be processed by the Trustee and mailed within 3 business days.
6 - Denied Requests
In the event of a denial, the Beneficiary Advocate will be notified using his/her preferred method of communication. The reason for denial will be documented using the Denied Disbursement Request Form.
7 - Option to Appeal
If you don’t agree with the decision, an Appeal Form for Denied Disbursement Request can be submitted to your Client Service Coordinator within 15 days of the date of notification.
8 - Review of Appeal
The FLC Board Disbursement Committee will review all appeals.
9 - Committee Decision
All decisions by the Committee will be final and the Beneficiary’s advocate will be notified of the decision in writing.
