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COMBINED MANUAL

ISSUE DATE 05/2018

TRUST DISBURSEMENT INCOME

0017.15.90

There are many kinds of trusts. Payments made to a trust, or from a trust to a client (or for the benefit of the client), are considered trust disbursement income.

Count trust disbursement income as unearned income. See 0017.12.03 (Unearned Income). If income from a trust is unavailable, the client must try to make it available. See 0015.06.06 (Availability of Trusts).

Do NOT count trust disbursement income from a special needs trust or supplemental needs trust. See SPECIAL NEEDS TRUST in 0002.63 (Glossary: Special Diet...) and SUPPLEMENTAL NEEDS TRUST in 0002.65 (Glossary: Suitable...).

Have your county attorney review that a trust meets all the conditions of a special needs trust or supplemental needs trust. DHS does not review trusts.

MFIP, DWP: Follow general provisions. After the initial DWP determination, do not count any unanticipated income the unit may receive.

SNAP: Trust withdrawals are counted as unearned income in the month received, unless otherwise unavailable.

MSA, GRH: For SSI recipients, no county action is required.

For non-SSI recipients, follow GA.

GA: Follow general provisions.