Disbursement Instructions - Oregon Special Needs Trust

General Information

It may take 1 to 2 weeks to receive a disbursement check; the time frame depends on the nature of the request, the dollar amount, the day request is received, and receipt of necessary documentation
Checks will NOT be written payable to the trust beneficiary
Medical, dental and support service expenses are eligible for payment with trust funds only AFTER governmental assistance and/or private insurance has been met and proper documentation has been received
Bills eligible to be paid through the trust should be submitted with a FULL copy of the detailed invoice (not just the payment coupon), showing the services provided and listing the trust beneficiary as the customer
If you have not received the disbursement check within 2 weeks, please contact our office

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.

Credit card bill payments will be paid directly to the credit card vendor
Only charges that are eligible to be paid with trust funds can be approved
Itemized receipts MUST accompany the full itemized credit card bill
Interest and/or late payment fees will not be approved
You are responsible for making a minimum payment to avoid late fees if the trust payment cannot be made prior to the credit card payment due date

AFTER the recurring request is approved, you may change the billing address so that the bills are mailed directly to our office each month
Full copies of bill/invoice statements must be submitted each month or recurring payment will not be issued
Types of bills eligible for monthly payments are:
- Cable
- Internet
- Telephone/Cell Phone
- Insurance
- Bus Pass
IMPORTANT FOR HOUSING ASSISTANCE RECIPIENTS: Recurring payments may have an adverse affect on your HUD or Section 8 housing benefits. Please check with your local housing authority before submitting a recurring request
Recurring Requests are valid for 1 year – request must be renewed each year in order for payments to continue

If a disbursement request is denied for any reason, a written notice will be mailed to the requester
We may reconsider the decision if new/additional information is submitted to support the request
If no additional information is available but the requester wants to appeal the decision, a request for appeal may be submitted in writing to the Executive Director
If the Executive Director upholds the denial, a written request for appeal may be sent to the OSNT advisory committee
If the OSNT Committee upholds the denial, a final written request for appeal may be sent to The Arc Oregon Board of Directors – the decision of the Board is final