Medicaid Pooled Income Trust
If you have applied for Community Medicaid or are in the process of applying and have been told that you have an “excess income”, “surplus income”, or a “spend down” you are entitled to use what is called a “pooled income trust”.
Call a Trust Counselor
516-374-4564 Ext. 3
Email Trust Counselor
bills@lifetrusts.org
Forms
Sub-Account Joinder Agreement – Income
Self-Settled Monthly Spend Down Trust
ACH Form – Checking Account
Electronic Funds Transfer Form
Distribution Request
Trust Distribution Form
Fee Schedule – Income
Labor & Industry for Education, Inc.
Distribution Request – Recurring
Trust Distribution Form Recurring Request
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