Simplify trust administration and help protect benefits eligibility.

Attorneys, fiduciaries, and trustees are turning to the True Link Protection Prepaid Visa® Card to simplify funds disbursement.

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True Link Protection Prepaid Visa® Card

Our system is purpose-built for trustees, family members, and trust administrators who need a simpler way to distribute funds to beneficiaries while helping to protect benefits eligibility.

SIMPLIFY FUNDING

Simplify funds disbursement to beneficiaries. Provide them with the restricted card that can be funded and managed online.

SAVE
TIME

Limit hours spent processing reimbursements, third-party vendor payments, or waiting for credit card statements.

increase DIGNITY

Improve service for beneficiaries and their families with easy access to approved disbursements and a greater sense of independence.

Help protect eligibility

Follow the Social Security Administration's guidance for using an administrator-managed prepaid card.

THE TRUE LINK CARD IS HERE TO HELP

As a trustee, you work tirelessly to support the financial security and well-being of your beneficiaries. Streamline your administrative systems and provide more client-friendly service with the True Link Protection Prepaid Visa Card. You can customize where the card works to meet the specific needs of each beneficiary.

Transfer, disburse, and monitor funds online for each beneficiary and caregiver. Choose to prevent all access to cash, block prohibited categories of spending, or restrict card use at specific merchants – all while allowing your beneficiaries to purchase what they need with an added layer of protection.

Order Brochures for Clients
  • Simplify funds disbursement
  • Customize where the card works
  • Block access to cash and purchases of food
  • Limit only to approved merchants
  • Named by the Social Security Administration as an approved payment for non-countable funds
  • Just $10 per month

CUSTOMIZE WHERE THE CARD WORKS – AND WHERE IT DOESN’T

It’s easy to customize where the True Link Card works to meet the specific needs of each client. Worried about someone losing money to scams or predatory telemarketers? Customize the True Link Card to prevent over-the-phone spending, disable wire transfers, block specific merchants, or limit ATM withdrawals – all while allowing the cardholder to purchase what they need, when they need it. 

With this administrator-managed card, approve expenses like groceries, medications, and social activities while restricting unapproved or dangerous expenditures. Or – for clients receiving SSI benefits – you can set up the card to block food purchases in order to protect eligibility.

CUSTOMIZED CARD SETTINGS

With our user-friendly online dashboard, it's easy to customize the card and view purchases.

Need help with budgeting? 
Limit funds available and set a transaction limit. 

Want a card just for the essentials? 
Allow only gas, clothes, and pharmacies – and nothing else.

Have specific stores in mind?
Set up the card to work only at merchants you select. 

Want to see where and when purchases were made?
Block ATMS, cash back at merchants, and bank withdrawals.

simplify how you disburse funds

Reduce or eliminate hours spent processing third-party vendor payments or waiting for credit card statements from family members. With True Link, you provide beneficiaries or caregivers with a reloadable card you fund from your desk. Add money onto the card by transferring funds from a linked checking account or other source. Schedule recurring transfers for preauthorized expenses or make a one-time transfer.

You can save time and reduce administrative headaches while your beneficiaries can enjoy quicker and more reliable access to funds — and the sense of independence that comes from being able to make purchases for themselves. 

We also offer wealth management and complete back-office software services. Learn more about True Link Trust Solutions.**

MANAGE ACCESS TO CASH

You can set up the True Link Card to prevent or limit cash withdrawals so your clients are only able to spend funds that you approve. There is no way for clients to transfer money onto the card or gain access to any additional funds.  Because it is a Visa card printed with the client’s name, the card cannot be transferred or sold.

PROTECT SSI Benefits ELIGIBILITY

Ever wanted to give special needs trust beneficiaries the independence and flexibility to make their own purchases? Now you can.

The True Link Card can be used by your special needs trust beneficiaries who receive Social Security Income, as long as the card is set up according to the guidelines in the POMS.*

The True Link Card is an administrator-managed prepaid card, meaning it’s a POMS*-approved method of funds disbursement. Your beneficiaries can confidently use a True Link Card owned by you with spending restrictions administered by you to allow only those expenses that don’t count as cash, food, or shelter. Purchases attempted at merchants or in categories you block will be denied.

In fact, because of the unique customization options we offer our customers, the Social Security Administration has clarified that True Link Cards provided by a trustee to SNT beneficiaries are not countable as income or a resource and are consistent with the POMS.


* The POMS, or the Program Operations Manual System, is the federal administrative rules used by Social Security Administration employees to evaluate claims for Social Security benefits.

GET STARTED IN JUST A FEW MINUTES

Simply:

  • Fill out the online application or call 1-866-904-6515 to order a card
  • Customize the Spending Monitor so the Card can only be used at merchants and in spending categories allowed, based on your discretion
  • Fund the card from a linked checking account or other source

You can do it all online or over the phone with the help of a True Link Special Needs Trust Program Manager.

$10 PER MONTH

You get this peace of mind for a monthly fee of just $10.00.  Click here for a detailed description of all fees.

“As a fiduciary office, we deal with so many different vendors. It’s great to work with people who really understand our business. You guys are just so great.”

- True Link customer

“I feel like I have my own dedicated representatives for our company at True Link. You always respond promptly and go out of your way to make things easy for us.”

- True Link customer

“True Link is the efficient and quick way to distribute petty cash to clients. I can always access the accounts online.”

- True Link customer
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