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Filling out the Forms Thearcoftexas online can facilitate your disbursement requests effectively. This guide provides clear, step-by-step instructions to help you navigate each section of the form with confidence.

Follow the steps to successfully complete the disbursement request form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, enter the date of submission and the name of the beneficiary as it appears on the account. Fill in the Trust Account number assigned to the beneficiary, which can be found on your joinder.
3. Under Account Info, provide a brief description of the item or service for which the disbursement is being requested—this could be for furniture, storage fees, or utility bills. Ensure you itemize each request.
4. For each item listed, specify the amount you are requesting for payment in the corresponding fields under Disbursement Info. Calculate and fill in the total amount requested at the end of this section.
5. In Section 3, indicate whether you receive SSI, Medicaid, or SSDI, checking all that apply. For SSI recipients, clarify that the request does not pertain to food, shelter, or cash to avoid reductions in benefits.
6. If choosing to receive payment via check, complete Part A. Provide the payee's name, specify what should be noted on the check, and include the mailing address for where the check should be sent.
7. If opting for direct deposit, complete Part B. Indicate whether it is a checking or savings account, and fill in the necessary bank details including the bank name, phone number, account holder’s name, routing number, and account number.
8. Sign the form as the requestor, whether electronically or with a handwritten signature. Include a contact phone number for any follow-up inquiries.
9. Before submission, ensure you attach all relevant receipts, invoices, or proof of purchase. This will prevent delays in processing your request.
10. Finally, submit the form by mail, fax, or email according to your preference. Ensure you keep a copy of the form and all documents for your records.

Complete your disbursement request online today for a smoother process!