Trust Forms and Documents

This must be read before the trust sub-account can be used, and is available for reference throughout the life of the trust.

The Beneficiary or Personal Representative must complete this form after reading the Master Pooled Trust Guide to begin using the trust sub-account.

Trust terms and definitions can be confusing. These terms and definitions can be found in the Trust Services Guide.

This list contains examples of allowable and non-allowable expenditures. Please note that these are not all-inclusive lists. Restrictions may change when there are changes to Trust law and/or Social Security and MassHealth/Medicaid rules and regulations. Please note payments are never made to the Beneficiary.

An additional contribution can be a one-time, periodic or recurring contribution to the established trust sub-account. To contribute additional funds, mail a check or money order to The Arc of Bristol County, Trust Services.

Contribution checks or money orders should be made payable to “The Arc of Bristol County” and have “f/b/o Beneficiary’s first and last name” written on the memo line.

The Beneficiary or Personal Representative will receive a notification by e-mail if requested when the contribution has been sent to the bank. The contributor is not notified. Funds should be available within ten (10) business days from the date of the deposit.

There is no maximum amount that can be contributed to the trust sub-account. The Arc of Bristol County Trust Services DOES NOT accept cash contributions.

■ The Personal Representative is responsible for requesting disbursements, including signing and submitting the Disbursement Request Form provided with clear and legible copies of all receipts, and/or invoices, and any other documents as required. As Personal Representative you will be notified if your request was denied.

■ When the Personal Representative signs and sends in a Disbursement Request Form, they are acknowledging that all information provided on the form is accurate and the funds spent and requested are for the sole benefit of the Beneficiary. This means that the money cannot be used for anyone else. Only the Beneficiary’s pro-rata portion of these types of purchases will be paid or reimbursed. (e.g. shared furniture, appliances, family
phone plans, etc.) Please be sure to check with Trust Services prior to making a very large purchase to ensure reimbursement of the purchase will be approved.

■ Disbursement requests for reimbursement or bills to be paid must be submitted within 60 days from the date the expenses were incurred or the due date on the bill.

"Continuing expenditures" refer to recurring or ongoing payments for goods or services over a period of time. These expenses are typically set up to be paid without needing repeated Disbursement Request form submissions. These can be set up by completing, signing, and submitting a Continuing Expenditures Request form.

These requests are only for payments that are made monthly to the same payee. By setting up a Continuing Expenditure Request, you provide authorization for recurring payments, eliminating the need to sign and submit a Disbursement Request form each month. Although bills must still be submitted to Trust Services for review and approval, you can also arrange for them to be sent directly to The Arc of Bristol County, Attention: Trust Services.

The Arc of Bristol County
Attention: Trust Services
16 Hillside Ave
Attleboro, MA 02703

This form must be reviewed, completed, and submitted by the Beneficiary or Personal Representative prior to using the True Link Disbursement Request Form.

The Beneficiary or Personal Representative must complete and submit this form for future purchases using the subaccount.