Where To Begin
Steps to Establishing an SNT Account
Establishing an account for the My Choice Trust can be handled in a few simple steps as outlined below.
To participate in a Community SNT, the Beneficiary must have a qualifying disability as defined by Social Security. If you are not yet receiving government benefits like SSDI, SSI or Medicaid based on disability, you may need to request disability determination through Medicaid.
Once you have opened an SNT account, if you are receiving Medicaid or SSI, you must notify the entities of the account.
Once you have an Established Account – Funding and more
A member of our team will contact you to welcome you to the My Choice Trust Family.
We will review the process, walk you through funding the account, explain hard copy checks as well as online deposits, disbursement requests, and any other items you wish to discuss.
Joinder Agreement (Application for Enrollment)
- Complete the Joinder Agreement in full, sign, date and have notarized. This is the primary document needed to apply for the SNT account.
- If signed by Guardian or POA, a copy of the legal document granting authority must be included.
Supporting Documentation
- Copy of Beneficiary’s Social Security Card
- Copy of SSA Award Letter, or SSA 1099 (if you are receiving SSI or SSDI).
- If you are not yet receiving Medicaid or SSI, we will need documentation of disability determination through the Social Security Administration
- Copies of any Guardianship or POA paperwork.
- If the account creation is due to a court order, submit a copy of the order.
Mail or Email the Packet
- Submit the Joinder/Application along with all supporting documentation either by mail or email:
- My Choice Trust Services 258 Genesee St. Mezzanine Level, Utica, NY 13502
- Or email to intake@mychoicetrust.org
- Once we review the packet, a Trust Representative will reach out to you for next steps.
- If approved, your Trust Representative will direct you through funding the account.
Brief tutorial videos and flowchart for the SNT process
Withdrawals and Payments
Funds sheltered in supplemental needs community trusts are intended to supplement the supports and services covered by NY State Medicaid, SSI, or other means-tested government programs. They are intended to enhance the life of the beneficiary and therefore, withdrawals and payments, also known as disbursements, should be requested for direct payment to third parties for items not otherwise covered by government benefits. All withdrawal requests will be reviewed on an individual basis. Approval is at the discretion of the trustees.
Requests must meet the guidelines below:
- Must benefit the account Beneficiary.
- Must be accompanied by a bill or invoice in the name of the Beneficiary.
- Invoices must be clear and indicate that the service is for the Beneficiary.
- Must be for a legitimate business.
- Must have incurred within 90 days of the request submission.
Once all of the above items are in order:
- Complete the appropriate Withdrawal Form (one time or automatic) from the document library on our site.
- Submit by either option below.
MAIL: Download, print, and mail the completed form with the supporting invoice and/or documentation to:
My Choice Trust
258 Genesee Street, Mezzanine Level Utica, NY 13502
EMAIL: Download the completed and saved form and email this form, along with the supporting invoice(s) and/or documentation to:
Request@MyChoiceTrust.org
Contact Us
Representatives are available to speak with you Monday through Friday, 8:30 am – 4:30 pm.
If we are not able to take your call, please leave a message and we will return your call as soon as possible.
You can also reach us by email at the address below.
We look forward to hearing from you.