Appropriate documentation to support a disbursement request may include:
- Itemized Receipt
- Itemized invoice/bill showing services provided and trust beneficiary’s name as recipient of those services
- Purchase Order
- Verification that medical expenses/services are not covered by insurance or public benefits
- ISP plan confirming need for supports not covered by public benefits
- Website print out of specific items to be purchased
You should refer to your Welcome Handbook for additional instructions about special purchases, such as vehicles or vacation planning.