Get Disbursement Request Form - Planned Lifetime Assistance ... - Planofma-ri

This guide provides step-by-step instructions for completing the Disbursement Request Form for Planned Lifetime Assistance. By following these instructions, you can efficiently submit your request for payments related to the needs of the trust beneficiary.

Follow the steps to efficiently fill out the form online.

1. Press the ‘Get Form’ button to access the document and open it in your preferred editor.
2. Begin filling out the form by entering the Beneficiary Name in the designated space. This should be the name of the person who will benefit from the disbursement.
3. Enter today’s date in the corresponding field. This informs the processing team of when the request was initiated.
4. Fill in the total amount of your request. Be precise and include numeric values to avoid delays in processing.
5. Attach all original, itemized invoices, bills, and/or receipts supporting your request. Ensure each attachment is complete and clear.
6. Provide details about the purchases or services, including the date of receipt or invoice, the vendor's name, and a specific description of the items or services. Accurate details expedite processing.
7. Indicate the total amount for each specific item or service you are requesting payment for.
8. In the 'Make Check Payable to' section, write the name of the individual or entity that should receive the payment.
9. If the mailing address for the check is different from what you provided earlier, complete the 'Mail Check to' section with the respective details.
10. Complete the details of the person filling out the form, stating their name and relationship to the beneficiary.
11. Sign the form to attest that the purchases were made for the sole benefit of the beneficiary, and provide your phone number, date, and email address.
12. Once all fields are filled out correctly, you can save your changes, download, print, or share the form as needed.

Start your disbursement request today by filling out the form online.