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Are checks from the pooled trust issued to the beneficiary or directly to the third party providing the service?

April 26, 2017Beneficiary checks directly issued party pooled providing service Trust

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Are checks from the pooled trust issued to the beneficiary or directly to the third party providing the service?

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Checks can be issued directly to the beneficiary, or to a third party vendor or service provider. Checks can be issued to a Conservator, who then writes out supplemental needs checks. All amounts need to be documented, with receipts.