Achieve with us.

For people with intellectual and developmental disabilities

Go to home page

 

Please read these instructions before submitting a disbursement request. Any instructions not followed may delay processing of your request.

General Information

  • Disbursements are processed on Tuesday each week and checks are mailed on Wednesday
  • 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

Credit Card Payments

  • Credit card bills 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

Recurring Requests

  • 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

SUBMITTING REQUESTS

Disbursement requests may be submitted via:

Email

Fax 503.363.7168

Mail: 2405 FRONT STREET NE, SUITE 120, SALEM OR 97301

Online Form

 

Request Form Downloads

 Disbursement Request Form – General

 Disbursement Request Form – Recurring Payment

 Disbursement Request Form – Travel Planning

 

Online Request

Submit Online Form

Supporting documentation for a request MUST be sent separately via:

Email

Fax 503.363.7168

Mail: 2405 FRONT STREET NE, SUITE 120, SALEM OR 97301

 

Supporting Documents

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
  • 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.

Print Friendly, PDF & Email