Roll-in Pooled Medicaid PAyback TrustCommunity Fund Management Foundation

Roll-in Pooled Medicaid Payback Trust

How Does a Roll-in Pooled Medicaid Payback Trust Work?

The Roll-in Pooled Medicaid Payback Trust is useful to individuals with a disability who want to begin to save money earned at sheltered adult workshops or in the community in a way that safeguards their present or future eligibility for government benefits.

Upon reaching a $5,000 balance in a Roll-in Pooled Medicaid Payback Trust, the trust account follows the Pooled Medicaid Payback Trust terms and conditions. When the trust account reaches $5,000, requests for distributions can be made to purchase supplemental services for the Beneficiary.

To offset administration costs, there is a fee charged by CFMF for the creation of a Roll-in Pooled Medicaid Payback Trust. There is also a minimal annual management fee.

David A. Zwyer, Esq, of the Ohio Developmental Disabilities Council noted,

"This is the only option that I am aware of that allows a person with a disability to set aside some money for their retirement."

(Zwyer, David A. Estate and Future Planning for Ohioans with Disabilities and Their Families. Columbus: Ohio Developmental Disabilities Council, May 2002.)

Reviewing and Completing Roll-in Pooled Medicaid Payback Trust Documents

Community Fund Management Foundation does not provide legal advice or assistance to establish the Roll-in Pooled Medicaid Payback Trust. A licensed attorney must review the trust documents and sign them.