Using Your Trust

Discover the eligible expenses covered by your Trust, plus guidance on requesting and receiving disbursements and accessing your online account.

What Can My Trust Pay For?

This list is not all-inclusive, but it provides examples of approved disbursements.

If you have any questions regarding how you can use your Pooled Special Needs Trust funds, contact the GCT of BDI Team at 678-365-0071 for more information.

Health and dental treatment and equipment (not covered by Medicaid, Medicare, or Private Health Insurance)
Rehabilitative and occupational therapy services
Medical procedures, even though not medically necessary or lifesaving
Medical insurance premiums
Supplemental nursing care
Supplemental dietary needs
Eyeglasses
Travel
Education, training, and educational materials
Entertainment
Private case management
Vacations (some exclusions may apply)
Movies
Telephone
Internet and Cable

Login to Your Account

Beneficiaries and Advisory Co-Trustees can access their accounts online through the True Link Portal.

Access Your Account

Requesting Funds

To request funds, please follow the steps below.

If you need assistance, contact the GCT of BDI Team at 678-365-0071

Step 1

Fill Out the Disbursement Request Form

To initiate the disbursement process:
- Complete the online form: Requests for Reimbursements/Disbursements
- Please make sure to have your receipts and/or quotes for services or products available.

- Download the request form: Downloadable Request Form
- Must submit receipts and/or quotes for services or products with request form

Downloadable Forms may be submitted:

By Email: 
Hollis.Johnson@bobbydodd.org

By Mail:
GCT of BDI Trust Services
2120 Marietta Blvd. NW, Atlanta, GA 30318

Step 2

GCT of BDI Case Manager Processes Requests

Once a request is received, the GCT of BDI Trust Case Manager will begin reviewing. If more information is needed, the GCT of BDI Trust Case Manager will contact the Advisory Co-Trustee. This process can take up to 10 business days depending on the specific request. We typically handle requests for funds within 48 hours or the same day.

Once the disbursement/reimbursement has been approved, funds will be released. Receipt of funds vary based on the requested type of payment:

Printed Checks: May take up to 10 business days to arrive.
ACH Payments: May take up to 5 business days to arrive in your account.
Funding True Link Cards: May take up to 3 business days.

Forms

If you need assistance filling out a form, please contact the GCT of BDI Team at 678-365-0071 for assistance.

Online Forms

Downloadable Forms

How to Contact the GCT of BDI Team

If you need assistance, you can contact the GCT of BDI Team.

Hollis Johnson
GCT Case Manager

404.809.2928
Hollis.Johnson@bobbydodd.org

Anita Gardner
Director of Trust Services

404.809.2914
Anita.Gardner@bobbydodd.org

Veronica Rohrlack
VP of Administrative Services

678.365.2264
Veronica.Rohrlack@bobbydodd.org