SUPPLEMENTAL NEEDS DISTRIBUTION GUIDE

The following are examples of allowable distributions under Life’s Plan Incorporated Trusts

Community Supports:

• Advocacy, oversight, monitoring or private case management, legal services
• Respite, day care
• Some crisis intervention, guardianship
• Vocational rehabilitation or habilitation not covered by Medicaid or Medicare
• Room and board incidental to long term care or medical care (i.e., a portion of charges for nursing home, CBRF, residential care, etc.), not covered by Medicaid.
• Personal care attendant
• Support and service coordination
• Social services, including supervision and reporting if not covered by Medicaid

Recreation & Leisure:

• Participation in sports, hobbies, recreational events, cultural events
• Vacations and travel
• Club memberships
• Movies (No refreshments, including sodas allowed)
• Television and cable, computer, Internet services, telephone, tablets
• Costs to visiting friends, companions, Guardian
• Musical instruments
• Life coach
• Special occasions

Maintenance:

• Clothing
• Home improvements and repairs
• Furniture and appliances
• Housekeeping services
• Lawn care, snow removal
• Storage
• Income taxes
• Grooming (e.g. manicure; haircut)
  

Transportation:

• Purchase of a car
• Car repair, maintenance and insurance
• Accessibility-related equipment and modifications
• Bus, rail and cab fare/Uber/Lyft services

Medical Care (not covered by Medicaid):

• Therapies
• Prescription drugs and medications (not covered by Medicaid)
• Medical supplies and equipment
• Assistive technology/devices
• Dental treatment, preventive health and devices
• Eyeglasses, contacts and optometry services
• Medical treatments not medically necessary
• Co-pays, deductibles, etc.
• Housing modifications for accessibility
• Ambulance or other medical transportation

Insurance:

• Life Insurance (MUST be for the benefit of beneficiary, others cannot be designated beneficiary of policy)
• Supplemental health insurance

Education & Training:

• Conferences and seminars
• Publication subscriptions
• Class tuition, books and supplies
• Software
• Music class

And other expenses to provide dignity, purpose and enjoyment for the beneficiary.

THE FOLLOWING EXPENSES CANNOT BE PAID FOR SSI REPIENTS

Supplementary Food and Shelter:

• Rent
• Groceries
• Cost difference between shared and private room
• Property taxes
• Basic utilities (e.g. heat, gas, electric, water, sewer and garbage removal)