If a beneficiary receives Supplemental Security Income (SSI), the Trustee, like CPT, is not permitted to give individuals cash reimbursements for the purchases he/she makes for himself/herself even if he/she has a receipt. Why? The reason is because if the trustee reimburses the beneficiary it will be considered unearned income which could result in the beneficiary’s Supplemental Security Income (SSI) to be reduced dollar-for-dollar.
It is vital for the Trustee, to scrutinize, and ensure every request submitted and disbursement made does not place an individual’s benefits in jeopardy or violate the rules of Social Security Administration (SSA).
Examples of How CPT Can Make Disbursements without Negatively Impacting SSI:
If you are a beneficiary and would like more information or have a question regarding which disbursements would be permitted to be made without jeopardizing your benefits please call our Trust Administration Team at 877.695.6444. The above list provides examples and is not intended to be an exhaustive list.
Urbatsch, K., & Fuller, M. (2016). Administering the California special needs trust: A guide for trustees and those who advise them (2nd ed.). Bloomington, IN: IUniverse.
William E. Lindahl, MBA, CLPF