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Disbursements: Using Special Needs Trust Money

There are several ways to use money from a trust. Each of the topics listed is explained in detail below.

Pay a Vendor/Provider Directly If you need to make a periodic payment such as a cell phone bill, cable bill, or dental bill, you can pay those vendors/providers directly. Download disbursement form Pay First, Get a Refund See how to get reimbursed for a payment already made. Submit reimbursement as soon as you can. Download disbursement form Ask For Money in Advance See how to plan for future purchases and payments. Download disbursement form
Recurring Payments Do you have a monthly, quarterly, or annual bill that needs to be paid? You can set up a recurring payment. Download recurring disbursement form Get a Reloadable Card This card is like a traditional reloadable card but with special limits. Download the True Link Card Agreement Use our Credit Card We can make purchases for a beneficiary who doesn't have a credit card. Download disbursement form
Buy a Vehicle Please speak with the Account Manager and get approval from us before considering purchasing a vehicle. Download car-purchase guide Buy a Home Please speak with the Director of Trusts and get approval from us before considering purchasing a home. Download Key Bank's real estate info flyer Pay For a Vacation Airplane and train tickets, hotel rooms, and more are allowable vacation expenses. Download disbursement form

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