Special Needs Trusts Permissible Distributions

The trustee may utilize any of the foregoing listing for expenditures from the trust. The following list of non-support items is provided for purposes of description and shall not limit the trustee in making other distributions for other items of amenities that the trustee may believe are in the best interest of the beneficiary. Those items may include, but are limited to:

1. Automobile/Van
2. Accounting services
3. Acupuncture / Acupressure
4. Appliances (TV, VCR, stereo, Microwave, stove, refrigerator, washer/dryer)
5. Bottled Water or water service
6. Bus pass/public transportation costs
7. Camera, film recorder and tapes, development of film
8. Clubs and club dues (record clubs, book clubs, health clubs, service clubs, zoo, Advocacy Groups, museums)
9. Computer hardware, software, programs
   a. Internet services
10. Conferences
11. Courses or classes (academic or recreational) including supplies
12. Curtains, blinds, drapes and the lik
13. Dental work not covered by Medicaid, including anesthesia
14. Down payment on home or security deposit on apartment.
15. Dry cleaning and/or laundry services
16. Elective surgery
17. Fitness equipment
18. Funeral expenses
19. Furniture, home furnishings
20. Gasoline and/or Maintenance for automobile
21. Haircuts / Salon services
22. Holiday Decorations, parities, dinner dances, holiday cards
23. Home alarm and/or monitoring/response system
24. Home improvements, repairs and maintenance (not covered by Medicaid), including tools to perform home improvements, repairs and maintenance by homeowner.
25. Home Purchase (to the extent not covered by benefits)
26. House cleaning / maid service
27. Insurance (automobile, home and/or possessions)
28. Legal Fees/Advocacy
29. Linens and towel
30. Massage
31. Musical Instruments (including lessons and music)
32. Non-food grocery items (laundry soap, bleach, fabric softener, deodorant, dish soap, hand and body soap, personal hygiene products, paper towels, napkins, Kleenex, toilet paper, any household cleaning products)
33. Over the counter medications (including vitamins and herbs, etc.)
34. Personal Assistance Services not covered by Medicaid
35. Pet and pet's supplies, veterinary services
36. Physician specialists if not covered by Medicaid
37. Private counseling if not covered by Medicaid
38. Repair services (appliance, automobile, bicycle, household, fitness equipment)
39. Snow removal/Landscaping/Lawn Service
40. Sporting goods/equipment/uniforms/team picture
41. Stationary, stamps, cards, etc.
42. Storage Units
43. Taxi cab
44. Telephone service and equipment, including cell phone, pager, etc.
45. Therapy (Physical, Occupational, Speech) not covered by Medicaid.
46. Tickets to concerts or sporting events (for beneficiary and an accompanying companion)
47. Transportation (automobile, motorcycle, bicycle, moped, gas, bus passes)
48. Utility bills (direct TV, cable TV, electric, heating)
49. Vacation (including paying for personal assistance to accompany the beneficiary)

Examples of Trust Distributions which will Reduce SSI Benefit

1. Basic shelter related expenses
2. Food
3. Basic items of clothing
4. Cash for any purposes

Examples of Impermissible Trust Distributions

1. Paying for a service already paid for by another source
2. Distribution not in the best interest of the beneficiary (made primarily for the benefit of another person)