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:
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.
Manage your account with our mobile app
Google Play and the Google Play logo are trademarks of Google LLC. Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries and regions. App Store is a service mark of Apple Inc.