What information do Trustees use when reviewing requests for withdrawals on behalf of the beneficiary?

Trustees rely on detailed information from the person making the request or others with knowledge of the specific situation. It helps to have background information about a beneficiary’s interests, preferences and needs. It is good, for example, to know if a beneficiary is engaged in art, prefers spending vacations with family, needs adaptive equipment or has struggled with mental health issues. Trustees may pose questions for clarification. Ultimate responsibility for decisions about withdrawals rests with the Trustees.

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