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  • Home
    • Contact Us
  • About OSNT
    • Learn about OSNT
    • Why Choose the OSNT?
    • Future Planning
    • Our Team
  • How it Works
    • Beneficiary-Funded Trust
    • Donor-Funded Trust
    • Enrollment Process
    • Disbursement Process
    • Guidance for Professionals
    • Fee Schedule
  • Forms
  • Resources
    • FAQs
    • Newsletters
    • Videos
    • ABLE Accounts
    • Links
    • Glossary
  • Grants
    • Grant Application

Rules & Regulations

Social Security Program Operations Manual System (POMS)

The POMS is a primary source of information used by Social Security employees to process claims for Social Security benefits, and is also a primary source for special needs trust administrators in determining whether trust administration practices may have any adverse affects on SSI benefits. Some sections that deal directly with special needs trusts are:

  • SI 01120.203 Exceptions to Counting Trusts
  • SI 01120.201F Sole Benefit Rule

Oregon Revised Statutes (ORS)

In regards to special needs trusts, there are two statutes that offer some guidance:

  • ORS 125.005(3) Definition of Financially Incapable
  • ORS 125.440 Acts conservator may perform only with court approval

Other Resources

Government Agencies

  • Oregon Office of Developmental Disability Services
  • Oregon Seniors and People with Disabilities
  • Aging and Disability Resource Connection
  • Supplemental Nutrition Assistance Program (SNAP)
  • Oregon Health Plan (OHP)
  • Vocational Rehabilitation (Employment)
  • Addictions and Mental Health Services
  • Oregon Housing and Community Services
  • Social Security Disability Benefits

Related Websites & Services

  • The Arc Oregon
  • Special Needs Alliance
  • The Arc Center for Future Planning
  • Oregon ABLE Account
  • Oregon Training and Consultation
The Arc Oregon logo

The Arc Oregon
2405 Front Street NE #120  |  
Salem, OR 97301
Phone  (503) 581-2726  |  Fax  (503) 363-7168 

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  • Account Login
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The Arc Oregon logo

The Arc Oregon
2405 Front Street NE #120  |  
Salem, OR 97301
Phone  (503) 581-2726  |  Fax  (503) 363-7168 

Oregon Special Needs Trust Logo
  • Account Login
  • Request Disbursement
  • Send Us A Message
  • Follow Us on Facebook
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