Get Master Pooled Trust Disbursement Request Form - The Arc Of Texas - Thearcoftexas

This guide provides a step-by-step approach to completing the Master Pooled Trust Disbursement Request Form from The Arc Of Texas. Follow these instructions to ensure accurate submission and prompt processing of your request.

Follow the steps to complete the form efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the appropriate editor.
2. Begin by filling out Section 1, which is designated for office use only. Provide the name on the account, date received, trust account number, and who approved the request.
3. In Section 2, list the item(s) or service(s) for which you are requesting disbursement. Include a brief description and the amount for each item. Remember to attach any required receipts or purchase orders. Calculate the total amount requested and ensure any additional entries are made on new forms.
4. For Section 3, check any benefits that apply to you, such as Supplemental Security Income (SSI), Medicaid, or Social Security Disability Insurance (SSDI). If you are an SSI recipient, confirm that your request does not include payments for food, shelter, or cash.
5. Proceed to Section 4, where you will choose your payment options. If you prefer a check request, fill in the payee name, memo, and mailing address. If you opt for direct deposit, complete the necessary banking information including bank name, phone number, account holder's name, routing number, and account number.
6. Finally, in Section 5, provide your name under the requested by field, indicate where to send the request, and include your phone number. Sign the request to confirm its accuracy and completeness.
7. Review all sections for any errors or missing information. Once confirmed, you can save the changes, download, print, or share the completed form as needed.

Start filling out your Master Pooled Trust Disbursement Request Form online today!