Compliance Guide and Toolkit

In order to provide our customers with a clear understanding of how True Link can benefit beneficiaries of special needs trusts, we created a Compliance Guide and Toolkit in collaboration with industry leaders and attorney Steve Dale at the Golden State Pooled Trust.

The Compliance Guide reviews SSA guidelines around disbursements from special needs trusts and demonstrates how the True Link Card can be used to adhere to those guidelines. The Toolkit offers a range of helpful templates and worksheets that facilitate special needs trust administrators' use of the True Link Card.

Please review these materials and determine your plan for using the True Link Card in compliance with SSA's guidelines before using the card: 
The True Link Compliance GuideThe True Link Toolkit