Get the free Supplemental Needs Trust Trustee Guidelines Form - NYC.gov - nyc

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Trustee Guidelines for Administration of a Supplemental Needs Trust BRC-300 Copyright 2012, The City of New York, Department of Social Services. For permission to reproduce all or part of this material

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What is supplemental needs trust trustee?

Supplemental needs trust trustee is a person or entity responsible for managing the assets held in a supplemental needs trust on behalf of a person with disabilities.

Who is required to file supplemental needs trust trustee?

The trustee of the supplemental needs trust is required to file the necessary documents and reports.

How to fill out supplemental needs trust trustee?

The trustee must accurately and completely fill out the required forms and documentation according to the guidelines provided by the trust document and state regulations.

What is the purpose of supplemental needs trust trustee?

The purpose of a supplemental needs trust trustee is to ensure that the assets held in the trust are managed and distributed in accordance with the beneficiary's needs and without affecting their eligibility for government benefits.

What information must be reported on supplemental needs trust trustee?

The trustee must report all trust transactions, income, expenses, and distributions made on behalf of the trust beneficiary.

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