Contact Us
"*" indicates required fields
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 |
"*" indicates required fields