Programs |
Manual Section |
ALTCS |
Jeffrey has Arizona Long Term Care System (ALTCS) benefits and has a special treatment trust. His rent is $1500 a month and he has two roommates. He wants to disburse $1500 a month to pay rent.
Only the customer’s share of the expense may be paid from the trust. $1500/3 people in the home= $500 per person. Only $500 is allowed to be disbursed from the trust.
Jessica has Arizona Long Term Care System (ALTCS) benefits and has a trust for people under age 65 with a disability. She owns her home, but it is not titled to the trust. She requests a one-time disbursement for a full kitchen remodel. The remodel of the kitchen is cosmetic and is not needed for her to be able to use it.
Since the home is not titled to the trust, the one-time trust disbursement would not be approved.
3) Vacation Expenses
Bryce has Arizona Long Term Care System (ALTCS) benefits and has a Pooled trust. The trustee submits a one-time disbursement request for the following expenses:
· Airfare for Bryce, his caregiver, and his best friend to travel to Florida;
· Hotel stay for 3 days; and
· Tickets for Bryce, his caregiver, and best friend to go to an amusement park.
Disbursements for vacations are allowable as entertainment expenses. However, only expenses for the customer and one caregiver may be approved. Any portion of the disbursement request for the customer’s best friend would not be approved.
4) Reimburse Trustee
Michelle has Arizona Long Term Care System (ALTCS) benefits and has a trust for people under age 65 with a disability. James is the trustee of Michelle’s trust. James submitted a one-time disbursement request to reimburse himself for moving expenses he paid on Michelle’s behalf.
Reimbursements to trustees are not allowable disbursements from special treatment trusts. The disbursement would not be approved.
5) Credit Card Bill
Jeff has Arizona Long Term Care System (ALTCS) benefits and has a Pooled trust. Jeff requests a one-time disbursement to pay off a credit card. Payments on past debts are not allowable trust disbursements. The disbursement would not be approved.
6) The customer has income both inside and outside the Income-Only Trust and lives in a long term care medical institution
Mary has Arizona Long Term Care System (ALTCS) benefits and has an Income-Only Trust (IOT). She submitted a new Income-Only Trust Anticipated Disbursements (DE-313) form requesting an ongoing disbursement of $200 for health insurance. The health insurance bill shows that $50 of the payment would cover her spouse’s health insurance.
Only the customer’s portion of the health insurance premium may be disbursed from the IOT. $200-$50= $150 would be approved as an ongoing trust disbursement.