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(7) What are the terms of the trust, including what disbursements can

be made from the trust principal and whether the trustee has

discretion to disburse funds?

(8) Are there any special provisions?

c. Contact the trustee to verify:

(1) The current value of the trust, and

(2) Actual disbursements paid from the trust in the base period, and

(3) To whom the disbursements were made, and

(4) The dates of disbursement.

d. Contact your agency/county attorney about any questions concerning

the type of trust or the terms of the trust.

5. Determine Countable Income to the a/b

a. Income from a trust that is countable to the beneficiary is determined

the same way no matter what type of trust, who created the trust,

when it was created, or any special requirements.

b. Count as income to the a/b in the month received the actual money

disbursed by the trustee from the trust principal or proceeds directly to

the a/b (spouse, legal representative)

6. Determine Countable Resources

a. Revocable Trust

(1) When the a/b is the beneficiary of a revocable trust created with

the funds of an individual other than the a/b, do not count the

principal as an available resource to the a/b. The trust principal is

a resource to the grantor who created the trust and who has the

power to revoke the trust.

(2) When the a/b is the grantor of a revocable trust for himself or for

the benefit of another individual count the current principal plus

proceeds that have not been distributed.

NOTE: This does not include a trust created by the will of a spouse.

Refer to II.K.3.d.

SA-3200 II.