What information is reported by CCT to government agencies for clients receiving SSI and Medicaid?

The following reports are provided to the appropriate public agencies for Beneficiaries who receive SSI and or Medicaid:

  • The establishment of the trust at the time of enrollment.
  • When requested by a public agency, CCT will provide a copy of the Joinder Agreement and financial statements that detail deposits and disbursements.
  • CCT will provide notification to the state Medicaid office, upon the death of the Beneficiary, for clients who have the First-Party Pooled Special Needs Trust and receive Medicaid.