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THE DISABILITY FOUNDATION INC. 2014 FLEXIBLESPENDING TRUST THE OHIO COMMUNITY POOLED TRUSTREQUEST FOR DISTRIBUTION To be typed or printed Date Request Due: Fund Recipients Name: Address: Phone Number:

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How to fill out 2014 flexible spending trust

01

Obtain a copy of the 2014 flexible spending trust form.

02

Read the instructions thoroughly before filling out the form.

03

Provide personal information such as your name, address, and Social Security number.

04

Indicate the coverage period for which the flexible spending trust is being established.

05

Specify the amount of money you will be contributing to the trust.

06

Determine the eligible expenses that can be reimbursed from the trust.

07

Sign and date the form before submitting it to the appropriate authority.

Who needs 2014 flexible spending trust?

01

Anyone who wants to set aside pre-tax dollars to pay for eligible medical expenses in the year 2014 can benefit from a flexible spending trust. This can be particularly useful for individuals or families with high medical expenses or those who anticipate upcoming medical treatments or procedures.

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What is flexible spending trust distribution?

Flexible spending trust distribution is a distribution of funds from a trust set up for the purpose of allowing beneficiaries to access funds for qualified medical expenses.

Who is required to file flexible spending trust distribution?

Typically, the trustee or administrator of the trust is responsible for filing the flexible spending trust distribution.

How to fill out flexible spending trust distribution?

Flexible spending trust distribution can be filled out by providing details of the trust, the beneficiaries, the distribution amount, and any relevant medical expenses.

What is the purpose of flexible spending trust distribution?

The purpose of flexible spending trust distribution is to provide beneficiaries with access to funds for qualified medical expenses in a tax-efficient manner.

What information must be reported on flexible spending trust distribution?

Information such as the trust name, beneficiary names, distribution amounts, and details of medical expenses must be reported on flexible spending trust distribution.

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