2) Trust for a Person Under Age 65 with a Disability

The customer lives in a nursing facility and has a Trust for a Person Under Age 65 with a Disability. The trust funds are in a brokerage account, and earn $300.00 each month in interest.

The customer receives monthly income from an annuity and from her Social Security benefits. The annuity payment is $1,600.00, and is deposited directly into the trust. The Social Security benefit is $2,000.00 per month, and is paid directly to her.

The interest earned by the trust is not counted for eligibility or Share of Cost. The customer’s income from both the annuity and Social Security are counted when determining Share of Cost.