* This manual is intended as guidance and not intended as a substitute for legal counseling 

                  Table of Contents

 

Page 1      Background                                                                  
Page 6      Joinder Agreements                                                   
Page 8      Individual Accounts                                                       

Page 9      Beneficiary Advocate                                                   

Page 10    Disbursement Requests

Page 14    Excluded Resources      

Page 17    Paying for Food and Shelter

Page 25    Paying for Personal Services

Page 29    Using a Credit Card

Page 33    Travel and Entertainment

Page 35    Purchase and Maintenance of Vehicles

Page 37    Investments of Individual Accounts

Page 39    Taxes

Page 43    Reporting to SSA

Page 45    Procedures upon the Death of a Beneficiary

Page 47    Fees