Disbursements

SUPPLEMENTAL NEEDS DISTRIBUTION GUIDE

The following are examples of allowable distributions under Life’s Plan Incorporated Trusts

Community Supports:

  • Advocacy, oversight, monitoring or private case management, legal services
  • Respite, day care
  • Some crisis intervention, guardianship
  • Vocational rehabilitation or habilitation not covered by Medicaid or Medicare
  • Room and board incidental to long term care or medical care (i.e., a portion of charges for nursing home, CBRF, residential care, etc.), not covered by Medicaid.
  • Personal care attendant
  • Support and service coordination
  • Social services, including supervision and reporting if not covered by Medicaid

 

Recreation & Leisure:

  • Participation in sports, hobbies, recreational events, cultural events
  • Vacations and travel
  • Club memberships
  • Movies (No refreshments, including sodas allowed)
  • Television and cable, computer, Internet services, telephone, tablets
  • Costs to visiting friends, companions, Guardian
  • Musical instruments
  • Life coach
  • Special occasions

 

Maintenance:

  • Clothing
  • Home improvements and repairs
  • Furniture and appliances
  • Housekeeping services
  • Lawn care, snow removal
  • Storage
  • Income taxes
  • Grooming (e.g. manicure; haircut)

 

Transportation:

  • Purchase of a car
  • Car repair, maintenance and insurance
  • Accessibility-related equipment and modifications
  • Bus, rail and cab fare/Uber/Lyft services

 

Medical Care (not covered by Medicaid):

  • Therapies
  • Prescription drugs and medications (not covered by Medicaid)
  • Medical supplies and equipment
  • Assistive technology/devices
  • Dental treatment, preventive health and devices
  • Eyeglasses, contacts and optometry services
  • Medical treatments not medically necessary
  • Co-pays, deductibles, etc.
  • Housing modifications for accessibility
  • Ambulance or other medical transportation

 

Insurance:

  • Life Insurance (MUST be for the benefit of beneficiary, others cannot be designated beneficiary of policy)
  • Supplemental health insurance

 

Education & Training:

  • Conferences and seminars
  • Publication subscriptions
  • Class tuition, books and supplies
  • Software
  • Music class

 

And other expenses to provide dignity, purpose and enjoyment for the beneficiary
          THE FOLLOWING EXPENSES CANNOT BE PAID FOR SSI REPIENTS

Supplementary Food and Shelter:

  • Rent
  • Groceries
  • Cost difference between shared and private room
  • Property taxes
  • Basic utilities (e.g. heat, gas, electric, water, sewer and garbage removal)