Disbursement Process – Oregon Special Needs Trust

Our goal is to make the disbursement process simple. We review requests to ensure they do not jeopardize public benefits, are for the sole benefit of the sub-account beneficiary, and are otherwise in the best interest of the beneficiary. The process typically takes about 2 weeks once we have a completed request with all supporting documentation.

1. Review the Disbursement Instructions

Before submitting a disbursement request form, please review the DISBURSEMENT INSTRUCTIONS and the Welcome Handbook section about what type of disbursements are allowed
For more information, you can also visit the FAQs page
Contact the OSNT staff to discuss your request before committing to any major purchase or payment

2. Complete the Disbursement Form

To begin the process, complete a disbursement request form online, or download, complete and send the form to the OSNT office.
Fill out the form completely – incomplete information will delay the process
Upload or send supporting documentation such as purchase order, invoice or billing statement

2. Request is Reviewed

Upon receipt, the Trust Assistant will confirm all necessary information and documentation has been received
Incomplete requests will be placed in pending status until the required information or documentation is received
Complete requests are forwarded to the Trust Manager for review
Trust Manager approves or denies the request
If a request is denied, a letter is sent to the requester explaining the reason why and how to appeal the decision

3. Check is Issued

Checks for approved disbursements are issued from Key Bank in Cleveland, Ohio, and mailed to the OSNT office
Trust staff mail the check to the requester or appropriate party as noted on the original request
Contact our office if you have not received the check within 2 weeks of submitting your request

4. Complete Purchase & Submit Receipts

Use the check issued to complete your purchase
If payment was issued in advance of a purchase, an ITEMIZED receipt must be returned to the OSNT within 2 weeks – receipts may be uploaded or mailed to our office
Disbursements may be submitted at any time, but new disbursement requests will not be approved until receipts are received from payments previously issued