Get Disbursement Form

The Disbursement Form is an essential document for requesting payments to vendors or third parties on behalf of a trust beneficiary. This guide provides clear instructions on how to fill out the form accurately online, ensuring a smooth submission process.

Follow the steps to complete the Disbursement Form effectively.

1. Click the ‘Get Form’ button to access the Disbursement Form and open it in your preferred editor.
2. Enter the Trust Beneficiary’s name in the designated field at the top of the form to identify who will benefit from the purchase.
3. Fill in today’s date to provide a timestamp for your request, ensuring it is current and relevant.
4. Specify the total amount of your request in the corresponding field, accurately representing the financial request.
5. Attach all original, itemized, and complete invoices, bills, and receipts related to your request. This is essential for verifying expenses.
6. In the section for purchases or services, list the date of each receipt or invoice, providing a timeline for the transactions.
7. Next, enter the name of the vendor or place of purchase to give context to the request.
8. Detail the specific items or services purchased, ensuring clarity for each item listed to facilitate the review process.
9. Reaffirm the total amount requested for each entry, verifying that it aligns with the attached receipts.
10. Indicate how checks should be made payable by entering the name of the recipient in the designated space.
11. Provide the street address, city, state, and zip code for the recipient to ensure proper delivery.
12. If different from the above, specify where to mail the check by completing the relevant fields.
13. Fill in the name of the person completing the form, along with their relationship to the trust beneficiary, to establish accountability.
14. The person completing the form must then provide a signature, attesting that the information provided is true to the best of their knowledge.
15. Record the date of signature confirmation, as well as a phone number and email address for potential follow-up.
16. Review all the filled-out information for accuracy before submission, ensuring that all required fields are completed.
17. Submit the completed form along with all original invoices and receipts to PLAN of Arizona at the provided address. Payments are typically processed within 5-10 business days.

Complete your Disbursement Form online today for a smooth payment process.