How to Pay Bills with a Pooled Trust NYC 2026: A Practical Guide
Step-by-step guide on managing monthly bills using a Pooled Income Trust in New York City while maintaining Medicaid eligibility.
Quick Summary: Bill Payments via Pooled Trust
A Pooled Trust allows you to spend “surplus” income on personal bills instead of giving it to Medicaid. The trustee pays your third-party vendors directly for rent, utilities, and groceries.
Anna Klyauzova, MSN, RN
Clinical Director specializing in Medicaid Surplus management.
Step-By-Step: How to Pay Bills
- Deposit: Transfer surplus income to the trust sub-account.
- Submit: Send original invoices to the trust administrator.
- Payment: Trustee pays the vendor directly.
Frequently Asked Questions
Yes, trust funds can pay for additional home care hours directly to the provider.
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