An Easier Way to Disburse Funds From an SNT

For those clients who are managing a special needs trust, the responsibility not to distribute cash to the beneficiary is essential to the protection of the beneficiary. We encourage you to review the following:

The True Link Visa® Prepaid Card helps family trustees manage beneficiary spending and track purchases

This Visa card offers family trustees an easy-to-use tool that helps them manage beneficiary funds with more ease and peace of mind, while helping increase independence of their loved one.

Easy disbursements

Trustees can save time and effort by sending funds directly from an SNT to a Visa Card with either recurring automated transfers or one-time transfers.

Better oversight

Setting where a Visa card can be used helps beneficiaries make purchases in alignment with trust requirements (e.g., prevents groceries, allows entertainment), helping protect their benefits eligibility.

More free time

Spending alerts and automatic recordkeeping help trustees reduce the need to approve every beneficiary purchase, helping provide them with more peace of mind.

Helpful support

An experienced, empathetic customer support team helps trustees feel comfortable knowing that their loved ones can get help when it’s needed.

Learn about True Link's financial solutions at truelinkfinancial.com. When visiting, you can input our code of IPU5505 in the “how you heard about us” field.