What is a Disbursement Request?
It is a request to pay for purchases and bills with trust funds. Our goal at CPT is to provide the best customer service and convenient systems to make it easier for our Trust Beneficiaries and Advocates to submit Disbursement Requests.
Why a Disbursement Request?
The purpose of a Special Needs Trust is to enhance the quality of life of the Trust Beneficiary. Trust funds are to be used to cover expenses above what is provided for by your government benefits (SSI, SSDI, & Medicaid). All of our rules and regulations are mandated by laws enforced by Social Security Administrative Office and the Department of Healthcare Services to ensure compliance at all times.
Please reach out to your assigned CPT Representative for additional questions or assistance to find the most efficient solution of submitting a disbursement request.