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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

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


    • 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:

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.


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

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


Anita Gardner
Director of Trust Services


Veronica Rohrlack
VP of Administrative Services

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