A Providing Special Treatment Trust Information to Customers

Program	Manual Section
ALTCS	MA803

Procedures

When the customer may need information about an STT, generate an RFI for the appropriate STT type. HEAplus will request all of the items needed to determine whether the trust qualifies for special treatment. HEAplus will also automatically attach a copy of the appropriate Anticipated Disbursements Form (DE-312/DE-313) and the Acknowledgement of Responsibilities as a Trustee for a Special Treatment Trust (DE-522) form. All of these forms are also available in the DMPS Forms Library on the DMPS Square.

Using the steps below review ALTCS policies and requirements for STTs with the customer or representative and the trustee, if different:

Step	Action
1	Review ALTCS Policies on Special Treatment Trusts (DE-819).
2	Review the appropriate Anticipated Disbursements Form and explain the following information: The form is a contract between the trustee and AHCCCS. By completing the form, the trustee is providing their best estimate of the disbursements that will be issued over the next year. The trustee must list the ways they expect money to be disbursed from the trust on a monthly basis. Explain that the form lists the types of trust disbursements that are permitted by State law, and that no other disbursements are allowed. Explain to the trustee that the estimated Share of Cost may not be reduced to allow for payment of other trust expenses. Explain that income is only excluded when it is deposited into the trust during the month the income is received. Explain that if income is held into the following month, it becomes a resource. Explain that the form must show the gross amount of any income assigned to the trust.
3	Does the customer need or already have an IOT? If YES, review the following before moving to step 4: ONLY the customer’s income may be deposited into the IOT. A request must be made to have the income direct-deposited to the trust. For any months before the direct deposit starts, the trustee must manually deposit the customer’s income into the trust in the month that it is received. After the month that the income is received, it becomes a resource and cannot be deposited into the trust. If NO, just continue to step 4.
4	When there is income assigned to the STT and the customer has a SOC, explain that the SOC must be paid from the trust using the income that is deposited into the trust each month. The SOC is based on the customer’s gross income. As a result, there may not be enough funds left over to make any other disbursements, even when those disbursements are allowed by law.
5	Explain that certain income types are not counted when determining ALTCS eligibility. This means that they would not have to be assigned to a STT to be excluded from counting for ALTCS. However, if the excluded income is deposited into the trust account, it follows the same rules as any other income deposited into the trust account.
6	Review the entire Acknowledgment of Responsibilities as Trustee for Special Treatment Trust form (DE-522) with the trustee. NOTE Once a signed DE-522 has been received, do not request a new DE-522 unless there is a change in trustee or the trustee has made a mistake in managing the trust.