Why does the CRT ask if the beneficiary receives SSI or SSDI benefits?

Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI), administered through the Social Security Administration, provide benefits that support eligible disabled individuals.

The beneficiary’s eligibility for these benefits is used in the preparation of each trust account’s tax filing and may reduce the tax liability of the trust account. In addition, knowing if a beneficiary receives SSI or SSDI helps Trustees assure that disbursements do not jeopardize government benefits.

If a beneficiary does not currently receive SSI or SSDI support but becomes eligible at a later time, Sponsors are urged to contact the CRT so the beneficiary’s file can be updated.

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