Frequently Asked Questions

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GENERAL INFORMATION:

After Signing your Documents, our Case Manager will introduce you to your CPT Representative/Trust Administrator. If you do forget who your CPT Representative/Trust Administrator is you can email help@cptcharity.org and our team will respond with the name of your assigned CPT Rep and contact information.

MY ACCOUNT:

Email help@cptcharity.org  and our team will assist you.

DISBURSEMENT REQUESTS:

We provide 5 ways for you to request money from your trust account.

The Social Security Administration(SSA) and state Department of Health Care Services (DHCS) require us to have applicable receipts, invoices, and documentation.

  1. Via the CPT Client Portal – Disbursement Request Tab (If you do not know how to access your CPT Client Portal, please fill out the portal access form on our website or email help@cptcharity.org and our team will assist you.)
  2. Via our website at: https://www.cptinstitute.org/disbursement-request-form/
  3. Via Email: inbox@cptcharity.org
  4. Via Fax: 619.431.1997
  5. Via Mail: 310 S. Twin Oaks Valley Road #107-174
  6. San Marcos, CA 92078-4387 (Please note this is the slowest option, please take into account mailing times)

DISBURSEMENT REQUESTS:

Please always refer to your True Link Authorization Form.

There is $20 a monthly fee charged by CPT Institute which is as an optional Additional Service Fee to your trust account.

Included in package below:

  • Card Set up
  • 30 Min – Orientation on How To Use The True Link Card
  • Virtual Signing of Agreement
  • Setting up Expectations
  • Q&A
  • Ordering and Mailing of True Link Visa Card
  • Setting up Initial Replenishment
  • Optional: $30 – Rushed True Link Card (Expedited)
  • CPT Institute to perform administrative tasks as follows:
  • Administrative upkeep of True link card
  • 1 - Month Replenishment
  • $75.00 Each Additional Monthly Funding
  • Budgeting preparation not included in Initial monthly replenishment
  • Request Processing
  • Monthly True link Spending plan budgeting
  • Assistance with Receipt Matching
  • Monthly True link Reconciliation
  • Trust Beneficiary Responsibilities:
  • Receipt Matching
  • Monthly True Link Card Reconciliation

MINORS:

A parent has a duty to provide food, shelter, utilities and a standard of living consistent with their own for their minor dependents.  The trust for a minor can provide for any impairment-related item/service and anything educational that is expected to improve the quality of the child's life.  However, if the parents have means, it should be limited to impairment-related expenses.

TRUST BENEFICIARY ADVOCATE:

Yes, please fill out this form and send it to your CPT Representative.

PURCHASES:

Our guidelines follow general fiduciary principles and the rules and regulations set by the Social Security Administration and Medicaid offices. In general, the general rule is a trustee like CPT Institute should only use up to 1/3 of your trust account for a single purchase such as a vehicle This ensures there is enough money left in the trust account to pay for the vehicle's maintenance and your monthly expenses.