The trustee may utilize any of the foregoing listing for expenditures from the trust. The following list of non-support items is provided for purposes of description and shall not limit the trustee in making other distributions for other items of amenities that the trustee may believe are in the best interest of the beneficiary. Those items may include, but are limited to:
- Automobile/Van
- Accounting services
- Acupuncture / Acupressure
- Appliances (TV, VCR, stereo, Microwave, stove, refrigerator, washer/dryer)
- Bottled Water or water service
- Bus pass/public transportation costs
- Camera, film recorder and tapes, development of film
- Clubs and club dues (record clubs, book clubs, health clubs, service clubs, zoo, Advocacy Groups, museums)
- Computer hardware, software, programs
- a. Internet services
- Conferences
- Courses or classes (academic or recreational) including supplies
- Curtains, blinds, drapes and the lik
- Dental work not covered by Medicaid, including anesthesia
- Down payment on home or security deposit on apartment.
- Dry cleaning and/or laundry services
- Elective surgery
- Fitness equipment
- Funeral expenses
- Furniture, home furnishings
- Gasoline and/or Maintenance for automobile
- Haircuts / Salon services
- Holiday Decorations, parties, dinner dances, holiday cards
- Home alarm and/or monitoring/response system
- Home improvements, repairs and maintenance (not covered by Medicaid), including tools to perform home improvements, repairs and maintenance by homeowner.
- Home Purchase (to the extent not covered by benefits)
- House cleaning / maid service
- Insurance (automobile, home and/or possessions)
- Legal Fees/Advocacy
- Linens and towel
- Massage
- Musical Instruments (including lessons and music)
- Non-food grocery items (laundry soap, bleach, fabric softener, deodorant, dish soap, hand and body soap, personal hygiene products, paper towels, napkins, Kleenex, toilet paper, any household cleaning products)
- Over the counter medications (including vitamins and herbs, etc.)
- Personal Assistance Services not covered by Medicaid
- Pet and pet’s supplies, veterinary services
- Physician specialists if not covered by Medicaid
- Private counseling if not covered by Medicaid
- Repair services (appliance, automobile, bicycle, household, fitness equipment)
- Snow removal/Landscaping/Lawn Service
- Sporting goods/equipment/uniforms/team picture
- Stationary, stamps, cards, etc.
- Storage Units
- Taxi cab
- Telephone service and equipment, including cell phone, pager, etc.
- Therapy (Physical, Occupational, Speech) not covered by Medicaid.
- Tickets to concerts or sporting events (for beneficiary and an accompanying companion)
- Transportation (automobile, motorcycle, bicycle, moped, gas, bus passes)
- Utility bills (direct TV, cable TV, electric, heating)
- Vacation (including paying for personal assistance to accompany the beneficiary)
Examples of Trust Distributions which will Reduce SSI Benefit
- Basic shelter related expenses
- Food
- Basic items of clothing
- Cash for any purposes
Examples of Impermissible Trust Distributions
- Paying for a service already paid for by another source
- Distribution not in the best interest of the beneficiary (made primarily for the benefit of another person)