Each month you will need to;

Remit your

Monthly Surplus

Submit your

Disbursements

(Bills)

UCS DISABILITY

POOLED TRUST

The Trust will use the available funds in your account to pay eligible monthly living expenses

Monthly Surplus Deposits

May be remitted in one of the following ways:

MAIL

Remit check or money order via mail.

DIRECT BANKING

Direct your bank to mail UCS a physical check monthly.

ONLINE

Log in to Beneficiaryʼs online account and transfer funds electronically.

AUTO

Have the surplus deposit debited automatically from beneficiaryʼs bank account monthly.

Disbursement Requests

May be submitted in one of the following ways:

MAIL/FAX

Complete the proper “Disbursement Request Form” for each request of payment and submit via mail or fax.

DIRECT PAYMENT

Contact the company/vendor and arrange for bill/ invoice to be mailed directly to UCS

ONLINE

Log in to Beneficiary’s UCS account and request a disbursement.

AUTO

Have your disbursements (fixed amount) paid automatically monthly.

Auto Deposit and Disbursement

UCS provides hassle free account management with auto set up for processing of Deposits and Disbursements.

Hassle Free

Trust management with 3 steps

AUTO DEPOSIT

1

Have your surplus deposit debited automatically from beneficiary’s bank account monthly.

AUTO PAYMENT

2

Set up recurring payments for fixed (non-variable) monthly expenses.

DIRECT PAYMENT

3

Arrange for bills that vary from month to month to be mailed directly to UCS for payment.

Complete Online Ability

UCS is the only trust providing full online ability to make surplus deposits & disbursement requests.

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