Disbursement Request

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.

Disbursement Request General Information

Featured Resources

Welcome Packet

Allowable Distributions QR

3-4-3 Packet & Videos

Where do I send a Disbursement Request?


CPT Client Portal:
Disbursement Request Tab


CPT Institute Website:
Disbursement Request Form


Download our CPT Trust App in iOS and Android


Send a Fax:


310 S. Twin Oaks Valley Road #107-174 San Marcos, CA 92078

3 Ways to Get in Touch with Your CPT Representative

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Personal Calendar - Calendly

Undivided scheduled time to ensure that your CPT Rep can reach and communicate you directly



Due to high volume of emails, please note there will be a 24 hour response rate



Due to high volume of calls , please leave a message and your CPT Representative will do their best to get back to you within 24 hours

Electronic Form

How to Complete a Disbursement Request Form

How to Guide

Disbursement Request Form Explainer