Pooled trust
Pooled Supplemental Needs Trust (Pooled Income Trust)
In short
Disabled Medicaid recipients deposit their 'excess income' monthly into a nonprofit trust that pays their rent/bills, eliminating the Medicaid spenddown. Disabled (any age; 65+ is usually treated as disabled for this purpose with a disability review) Medicaid applicants with income above the limit, living in the community.
- What you get
- Disabled Medicaid recipients deposit their 'excess income' monthly into a nonprofit trust that pays their rent/bills, eliminating the Medicaid spenddown.
- Who qualifies
- Disabled (any age; 65+ is usually treated as disabled for this purpose with a disability review) Medicaid applicants with income above the limit, living in the community.
- Income limit (2026)
- none (it is a tool for people over the income limit)
- Papers to gather
- Joinder agreement, proof of disability or medical records for disability review, monthly bills to be paid, ID.
- Renewal
- Monthly deposits; Medicaid annual renewal.
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