Buy a Vehicle
Buying a car may require additional information and communication with the Trust Department. If you are thinking of using your trust to buy a car, please contact the Trust Department as soon as possible.
The PR must send the Account Manager information about the car. We may ask for driving history. Once the car is pre-approved, the Account Manager will work with you, the seller, and Key Bank, to buy the car.
Get a Reloadable Card
In some cases, it is possible to spend using a reloadable card. The primary representative can request the trust team to order a reloadable card. This card is a prepaid card that allows the trust team to deposit money for you to use. There may be certain limitations on how you can use the card, for example, food and rent (if you have SSI). Additionally, it is important that those using these cards provide copies of all receipts. If you are interested in being approved for a reloadable card, please reach out to the trust team for more information and next steps.
Pay for a Vacation
Someone with a special needs trust can go on vacation using money from their trust.
Vacations always take planning. Vacations involving a special needs trust can require even more planning.
The primary representative (PR) will follow the normal process for payment requests. Planning ahead can pay off. The PR can request money in advance to pay for airfare and hotels. Other expenses, like gasoline, food and drinks, only happen during the trip. It's important to keep all receipts so the expenses can be paid back.
Booking travel usually requires a credit card. If needed, The Arc of Northern Virginia can use its credit card to book travel for a beneficiary. Please check the credit card section for more information.
A Travel Companion's Expenses may be Covered
Though Trust money can only be used for things for the trust beneficiary, if the beneficiary cannot travel alone, a travel companion's expenses may also be paid.
The PR must get a letter proving proof the beneficiary cannot travel alone. A medical doctor, nurse practitioner, clinical social worker, physical therapist or other health professional may write the letter.
Download a sample letter of medical necessity
Buy a Home
Buying a home can be very complicated. So, it is important to talk with our Trust Department through every step. If you are considering using your trust to buy a home, condo, or apartment to live in, please contact the Trust Department as soon as possible.