SELF-SETTLED TRUST LIST OF PERMISSIBLE DISTRIBUTIONS
The Trustee(s) of a Pooled Account Trust may utilize any of the foregoing listing for expenditures from the Trust. The following list of non-support items is provided for purposes of description and shall not limit the Trustee(s) in making other distributions for other items of amenities that the trustee may believe are in the best interest of the beneficiary. These items are for the SOLE benefit of a disabled beneficiary which may include, but are not limited to:

1. Automobile/Van- Life’s Plan is first lien holder on all purchased vehicle titles paid out of the trust)
   
2. Accounting/ Professional Services
   
3. Acupuncture/Acupressure, Holistic Therapies, elective surgeries not covered by Medicaid
   
4. Alterations or mending to clothing, shoe repair
   
5. Appliances (TV, DVD player, WII, IPOD, Microwave, Stove refrigerator, washer/dryer including maintenance/repairs)
   
6. Assistive Technology
   
7. Bottled Water or water service
   
8. Bus pass/public transportation costs
   
9. Cable TV
   
10. Camera, film, reorder and tapes, development of film, photo albums, scrapbooks and supplies
    
11. Caregivers, Care Managers/Case Management Services
    
12. Clothing, coats, shoes
    
13. Clubs and club dues, membership (record clubs, book clubs, health clubs, service clubs, zoo, Advocacy Groups, museums)
    
14. Companion Services
    
15. Computer hardware, software, program, maintenance and internet service
    
16. Conferences and the travel costs
    
17. Courses, trainings or classes (academic or recreational) including the course supplies
    
18. Curtains, blinds, drapes, or paint for decorating room or home
    
19. Dental work not covered by Medicaid, including anesthesia
    
20. Down payment on home or security deposit on apartment (Non SSI recipients)
    
21. Dry cleaning /laundry services for the beneficiary
    
22. Fitness equipment, athletic gear
    
23. Funeral expenses- Prepaid during the life of the beneficiary ($5703) limit plus hardware item costs with the exception of irrevocable insurance policies)
    
24. Furniture, home furnishings and insurance
    
25. Gasoline, Maintenance and upkeep of automobile
    
26. Guardianship Services
    
27. Haircuts/Salon/ Hair stylists
    
28. Holiday Decorations, parties, dinner dances, holiday cards
    
29. Home alarm and/or monitoring/response system
    
30. Home improvements, repairs and maintenance (not covered by Medicaid). Including tools to perform home improvements, repairs and maintenance by homeowner
    
31. Home Purchase for the beneficiary (Deed must be in Beneficiary’s name, Beneficiary must reside in the home full time)
    
32. Home cleaning/maid services/lawn services/snow removal
    
33. Independent evaluations
    
34. Inexpensive Gift purchase ($50 limit/ $600 per year maximum) for immediate family members for birthdays, Xmas, Hanukkah, Kwanzaa, graduations, births, weddings, and anniversaries.
    
35. Insurance (automobile, home and/or rental insurance for possessions)
    
36. Insurance Co-Payments not covered by Medicaid
    
37. Legal Fees/Advocacy
    
38. Life Insurance (maximum value $1500)
    
39. Linens, towels, bedding, area rugs and household furnishings
    
40. Massage, facials and other similar spa services/treatments
    
41. Musical instruments (including lessons and music sheets)
    
42. Non-food grocery items (laundry soap, bleach, fabric softener, deodorant, dish soap, hand and body soap, personal hygiene products, paper towels, napkins, kleenex, toilet paper, and any household cleaning products)
    
43. Over the counter medications and supplies (including vitamins and herbs, etc)
    
44. Personal Assistance Services not covered by Medicaid
    
45. Pet and pet’s supplies including veterinary services
    
46. Phone service (Cell/ Home)
    
47. Physician specialists if not covered by Medicaid
    
48. Private counseling, psychotherapy, psychiatrist costs not covered by Medicaid
    
49. Repair services (appliances, automobile, bicycle, household, fitness equipment)
    
50. Snow removal /Landscaping/Lawn Service
    
51. Sporting goods/equipment/uniforms/team pictures/travel to games/tournaments
    
52. Stationary, stamps, cards, paper supplies etc.
    
53. Storage Units for beneficiary
    
54. Taxi cab/ Limo service
    
55. Therapy (Physical, Occupational, Speech), not covered by Medicaid
    
56. Testing for any purpose (vocational, medical, psychological)
    
57. Tickets to concerts, sporting events (for beneficiary and one companion)
    
58. Transportation, (automobile, motorcycle, bicycle, moped, gas, bus passes)
    
59. Utility bills (electric, heating)- Not for SSI beneficiaries
    
60. Vacation costs (including paying for personal assistance to accompany the beneficiary)

Examples of Trust Distributions which will reduce SSI Benefit (ISM)

1. Basic shelter related expenses (Gas, heat, water bill, mortgage, etc.)
   
2. Food (except on a travel itinerary)
   
3. No Cash disbursement to beneficiary allowed for any purpose
   
4. Payment for Credit card bills for food and shelter items.
   
5. Gifts Cards/Gift Certificates (considered cash equivalents which can be used to buy food and shelter purchases particularly at big box stores, e.g. Target, Wal-Mart) and card can be sold for cash) POMS SI 01120.201e.

Examples of Distributions that may NOT be paid by the trust

1. Direct cash disbursements to the beneficiary or third parties
   
2. Paying for a service already paid for by another source or any double payments by the trust that would supplant public benefits.
   
3. Distribution not in the best interest of the beneficiary (made primarily for the benefit of another person) Sole Benefit Rule
   
4. No Funeral lunches, dinners or meals can be paid for by the beneficiary through the trust
   
5. Payment of third party debts not owed by beneficiary
6. Payments to residual beneficiaries before trust is closed and all Medicaid debts are paid in full.
   

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