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Policy & Procedures for Distributions POLICY A special needs trust is designed to cover the expenses of goods and services that are supplemental to a beneficiary basic needs (food and shelter). Basic
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Distributions refer to the process of distributing assets or funds to individuals or entities.
Individuals or entities responsible for distributing assets or funds are required to file for distributions.
Filing for distributions typically involves documenting the details of the assets or funds being distributed and providing any required information or documentation.
The purpose of distributions is to ensure that assets or funds are distributed correctly and in accordance with legal requirements.
Information such as the amount of assets or funds being distributed, the recipients, and any relevant dates must be reported on distributions.
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