Each month you will need to;
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 your bank to mail UCS a physical check monthly.
Log in to Beneficiaryʼs online account and transfer funds electronically.
Have the surplus deposit debited automatically from beneficiaryʼs bank account monthly.
May be submitted in one of the following ways:
Complete the proper “Disbursement Request Form” for each request of payment and submit via mail or fax.
Contact the company/vendor and arrange for bill/ invoice to be mailed directly to UCS
Log in to Beneficiary’s UCS account and request a disbursement.
Have your disbursements (fixed amount) paid automatically monthly.
UCS provides hassle free account management with auto set up for processing of Deposits and Disbursements.
Trust management with 3 steps
Have your surplus deposit debited automatically from beneficiary’s bank account monthly.
Set up recurring payments for fixed (non-variable) monthly expenses.
Arrange for bills that vary from month to month to be mailed directly to UCS for payment.
UCS is the only trust providing full online ability to make surplus deposits & disbursement requests.