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Disbursements
for the Benefit
of the Beneficiary
Receiving Payments from the Georgia Community Trust
The co-trustee can submit expenditure receipts for reimbursement or invoices to be paid directly to the vendor.
Qualified Expenditures
Expenditures may be made to improve the quality of life for the
beneficiary; however, expenditures cannot be made for basic food or shelter
Examples of Expenditures:
- Caretaker Expenses.
- Rehabilitation Expenses.
- Medical and diagnostic treatment beyond Medicaid benefits
- Recreation, entertainment and travel for the beneficiary and a caretaker.
- Purchase of furniture for the beneficiary
- Purchase of an automobile for transportation to medical treatment.
- Renovations to a house to adapt to the needs of the beneficiary.
- Cost of adapting a car or van to the needs of the beneficiary.
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