Requesting Distributions from a Trust Account

Because CFMF trust accounts are designed to safeguard eligibility for government benefits, distribution requests must include supporting documentation (receipts, invoices, statements). Each request is reviewed carefully by CFMF.

How does it work?
A trust account is established for the sole benefit of an Ohio resident with a disability. This person is known as the Beneficiary.

A person or organization, known as the Designated Advocate, represents the Beneficiary and submits forms (including receipts) to Community Fund Management Foundation (CFMF) to request money from the trust account for the Beneficiary’s supplemental services.

As the Trust Advisor, a committee at CFMF reviews each request to help safeguard the Beneficiary’s eligibility for government benefits.

For approved requests, the Trustee releases the money from the trust account for payment to the vendor, service provider, or Designated Advocate.

Who can make a distribution request?
Only the Designated Advocate for the trust account.

What can money be requested for?
Money distributed from a trust account must be used for supplemental services for the sole benefit of the Beneficiary. Some supplemental services may require prior submission to the Beneficiary’s health insurance or to a government program and must be denied prior to being considered a legitimate distribution from a trust account. If a distribution would disrupt a government benefit, the Designated Advocate will be informed.

What forms are needed to make a distribution request?
Two forms, the Distribution Request Form and the Beneficiary Resource Record. The Beneficiary Resource Record needs to be resubmitted if there are any changes to it since the last time it was submitted.

How often can requests for distributions be made?
Distribution requests can be submitted to CFMF at any time and there is no limit on the number of distribution requests that can be submitted.

When does CFMF begin reviewing distributions requests?
CFMF reviews the distribution request on the day it is received.

How long does it take?
While it takes approximately 5 – 7 business days for the check to be issued, the entire process may take three to four weeks from the date CFMF receives the distribution request to the date the check is received through the mail.

What if there is an emergency?
Emergency distribution requests can be made at any time, but there is a fee. CFMF scrutinizes emergency requests to verify that an immediate need exists. Emergency distribution requests take about two weeks to process.

If the same thing is requested every month, does the distribution request form need to be submitted to CFMF every month?
If the amount of the item or service remains the same, a distribution request can be made to approve payment for an item or service for a number of months (not to exceed six months). For example, a distribution request can be made for cable TV for January through June.

Is there a limit on the amount that can be requested to pay for a supplemental service or item?
No, there is no limit. The entire balance of a trust account is available to pay for a supplemental service or item provided the request is properly submitted and approved by CFMF.

When money is distributed from the account, who gets it and where is it sent?
On the Distribution Request Form, the Designated Advocate indicates the “payee” and where to send the check. The “payee” is the person or company a check is made payable to. The payee should be the vendor or provider of the supplemental item or service or the Designated Advocate. The check can be sent directly to the payee or to the Designated Advocate, so the Designated Advocate can make the payment. Checks cannot be made payable to the Beneficiary.

Why Do I Need Copies of Receipts, Invoices, or Statements?
Invoices, quotes, receipts, or statements for requested items are needed to document each expense and help safeguard eligibility for benefits. If these items are not provided, the request may be denied.

What if a distribution request is denied?
A distribution request may be denied because additional information or documentation is needed. If this is the case, the request can be submitted again with the proper documentation.

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