Beneficiary Services
Submit requests, browse frequently asked questions, and get phone support when you need it.
DOCUMENT LIBRARY
We want you to access your funds as quickly as possible. To do this, we’ve partnered with companies like True Link to provide you with a debit card for on-the go purchases. We also make it easy for you to submit disbursement requests and get your bills paid.
CHARITABLE PROGRAMS
We realize life comes with its ups and downs, and sometimes life hits a bit harder. For this reason, we have created two programs to assist our beneficiaries, their families, and their caregivers. From helping families keep the lights on, to recognizing community heroes with a cash scholarship.
CHARITABLE PROGRAMS
We realize life comes with its ups and downs, and sometimes life hits a bit harder. For this reason, we have created two programs to assist our beneficiaries, their families, and their caregivers. From helping families keep the lights on, to recognizing community heroes with a cash scholarship.
FREQUENTLY ASKED QUESTIONS
A Special Needs Trust for a minor is designed to enhance the beneficiary’s quality of life while helping them maintain their government benefits. It is not designed to relieve parents of their financial parental responsibility to support their child, so the following should be used as a guide and does not guarantee approval.
This list should be used a reference and does not guarantee approval. Please submit your request to be sure.
- Prepaid burial expenses of beneficiary
- Camp tuition
- Clothing for the Beneficiary
- Furniture for Child’s Bedroom
- Computer hardware and software
- Education, tuition, and/or books
- Entertainment and recreation tickets
- Equipment (electronic, entertainment, adaptive)
- Guardianship and advocacy services
- Home renovations to improve accessibility
- Medical or Education Evaluations
- Legal fees (as it relates directly to beneficiary)
- Magazine subscriptions
- Medical equipment and supplies, not covered by another source
- Medical, nursing, vision and dental care, not covered by another source
- Medications
- Massage therapy
- Therapy animal care and supplies
- Private lessons and materials
- Supplemental dietary needs (doctor note or prescription may be required)
- Testing (vocational, medical, psychological, etc.)
Each situation is unique so we cannot be 100% sure what can or cannot payed for with your trust. Below is a list frequently requested items, which have been approved in the past, for the sole benefit of the beneficiary.
This list should be used a reference and does not guarantee approval. Please submit your request to be sure.
- Prepaid burial expenses of beneficiary
- Advocacy services
- Cable television
- Clothing for the Beneficiary
- Computer hardware and software
- Education, tuition and/or books
- Entertainment and recreation tickets
- Equipment (electronic, entertainment, adaptive)
- Expenses related to owning and operating one car
- Furniture and household items
- Gardening and lawn care
- Guardianship and advocacy services
- Home appliances
- Home renovations to improve accessibility
- Independent evaluations
- Insurance premiums (health, dental, car, renter, and in some cases, life)
- Internet access
- Job coaching
- Legal fees
- Magazine subscriptions
- Medical equipment
- Medical, nursing, vision and dental care not covered by another source
- Medications
- Massage therapy
- Office supplies and postage
- Companion/Respite care not covered by another source
- Pet care and supplies
- Private counseling and case management
- Private lessons and materials
- Supplemental dietary needs (doctor note or prescription may be required)
- Telephone service
- Testing (vocational, medical, psychological, etc.)
- Travel expenses for beneficiary
Please complete and submit our Pay a Bill form here.
If you do not have a TrueLink card, or do not want to use your TrueLink card, you may complete and submit our Order Items form here.
Please complete and submit our Monthly Recurring Payment form here.
Please complete and submit our Order Items form here.
Please complete and submit our Travel Request form here. Please note, all travel request must be submitted 30 days before expected departure.
All vehicle purchases must be approved by the Special Considerations Committee. Please complete and submit our Vehicle Purchase form here.
To update your contact information, please complete and submit our Update Contact Information form here.
You may send us your receipts via email or fax.
If you would like to email your receipts:
Please attach photos of your receipts to an email including your name and Secured Futures account number to [email protected]
TIPS:
- When sending receipts, send the originals; be sure to keep a copy for your records. Please maintain
- Send all receipts in one e-mail
- Always e-mail documents as an attachment – images embedded into the body of an email will not work.
If you would like to fax your receipts:
Please fax your documents to 215-358-2291
TIPS:
- Send all receipts in one fax.
Please complete and submit our Mileage Reimbursement form here.
Funds are invested and managed by a professional contracted firm. We do not consider suggestions for financial investments.
Our investment policy is conservative.
The investment fee is our annual fee, starting at 1.75%. No additional fees are charged for investment services, just once per year. Also note, our conservative investing has historically earned between 2-4%.
We send out quarterly statements and the first page of the statement, displays the gain and loss on your account. A positive number (or negative number) means your trust assets went up (or down) by the specified amount during the previous 3-month period.
It is a common misperception that nonprofits get all their money from donations. Like us, many nonprofits count on fees from client services to carry out their mission and deliver services – like how large institutions such as hospitals and universities charge fees for their services (tuition, charges for health care services, etc.). So, while we are a non-profit, revenue-generating activities are a critical component of the effort to build a sustainable nonprofit organization. The nature of our services can be set up today but it may take place in 10, 20 years, or even longer, and we have to be sustainable to achieve what we promise to our clients and beneficiaries.
Sometimes it can seem like a beneficiary is losing money because of their unique expenses. If there is no income coming into the Trust, and many disbursements – one could start to think they are losing money. Historically, our investments have seen a 2-4% return. Our investment activity is reviewed quarterly to maintain steady growth long-term. Our investment strategy is mid to long term focusing, so although each day, quarter, or year might be random, if we look at 5 or more years, our investment policy is expecting stable growth in the long run.
STILL HAVE QUESTIONS?