GETTING STARTED

Where to Begin

Where to Begin

Establishing an account can be completed in a few simple steps as outlined below!

Once your trust application has been approved, the Director of Trust Services will assist you in depositing funds into your account. Funds in a pooled SNT does not count towards your benefit asset limit because once you deposit funds into your trust sub-account, that money becomes property of the trust. My Choice Trust Services manages that money on your behalf to help you pay for your expenses and make life-enhancing purchases.

When you choose to use funds in your account, you must submit a withdrawal request. If approved by our Board of Managers, we will then make payments to third parties on your behalf, like your dentist to pay for dental items that Medicaid will not cover.

Establishing an Account

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Click icon to open Joinder Agreement

Step 1: Complete the Joinder Agreement (Enrollment Application)

  • Complete the Joinder Agreement in full, sign, date and have notarized. This is the primary document needed to apply for the Community Trust I.
  • If signed by Guardian or Power of Attorney (POA), a copy of the legal document granting authority must be included.
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Step 2: Include Supporting Documentation

Please include the following documentation:

  • Copy of your (Beneficiary’s) Social Security Card
  • Copy of SSA Award Letter, or SSI 1099, if you are receiving SSI or SSDI.
  • If you are not yet receiving Medicaid or SSI at time of application submission, include documentation of a disability determination through the Social Security Administration.
  • Copies of any guardianship or POA paperwork.
  • If the account creation is due to a court order, submit a copy of the order.
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Step 3: Mail or Email the Packet

Submit the Joinder (Enrollment Application) along with all supporting documentation by mail or email:

Mail: My Choice Trust Services | 258 Genesee Street | Mezzanine Level | Utica, NY 13502

Email: intake@mychoicetrust.org

How to Make Deposits

Funds can be deposited into the beneficiary’s sub-account in multiple ways.

Send deposit forms electronically to request@mychoicetrust.org or mail to our physical address.

Contact the Director of Trust Services at contactus@mychoicetrust.org for assistance.

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Download this form to fund the account by hard copy checks

This form is also used for a New Account Deposit

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Download this form to make one-time deposits electronically.

How to Make Withdrawals

Funds sheltered in supplemental needs community trusts are intended to enhance the life of the beneficiary; therefore, withdrawals and payments, also known as disbursements, should be requested for direct payment to third parties for items not otherwise covered by government benefits.

All withdrawal requests will be reviewed on an individual basis. Approval is at the discretion of the trustees.

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Learn more about which items are allowable withdrawals.

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Download one-time withdrawal form. This could be for one-time events, like a procedure or a piece of equipment.

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Download automatic withdrawal form. This could be for recurring withdrawals, like rent or transportation-related payments.

Requests must meet the guidelines below:

  • Must benefit the account Beneficiary

  • Must be accompanied by a bill or invoice in the name of the Beneficiary

  • Invoices must be clear and indicate that the service is for the Beneficiary.

  • Must be for a legitimate business

  • Must have incurred within 90 days of the request submission

Once all of the above items are in order:

  • Complete the appropriate Withdrawal Form (one time or automatic)

  • Submit by either option below

MAIL: Download, print, and mail the completed form with the supporting invoice and/or documentation to: My Choice Trust | 258 Genesee Street | Mezzanine Level | Utica, NY 13502

EMAIL: Download and complete the form, and email along with supporting documentation to request@mychoicetrust.org