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prince Asked June 2014

How can I make much needed purchases without using checks from the SNT account for my sister who's disabled?

My sister has a Supplemental Needs Trust and she's on SSI. In order to purchase items she needs to make her comfortable, I have to use checks from the SNT. Not all vendors will take checks, ex. she needs wigs and I can not find a store that sells wigs that will take a check for that purchase in Brooklyn, NY. I can't get in touch with HRA/SNT to find out what are other options, you get a machine and they never call back. Does anyone know what else to do or how I can help her without HRA being suspicious of me misusing her funds?

bethanyrita Jun 2014
Yes talk to her bank and get you a debt card for your sister purchase and safe all of the recipet . Keep all tracking numbers.

prince Jun 2014
I just wanted to say "Thanks" to PBRyter for the helpful information.
It is very much appreciated.

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50sChild Jun 2014
Quicken 2014 (and maybe some earlier versions) allows you to scan receipts, documents, etc. and store these relevant files with each transaction. Being paranoid and old school (and not good at backup my data files up), I also keep the originals. But IRS has accepted electronic receipts apparently since 1997 -- see http://www.irs.gov/pub/irs-tege/rp-97-22.pdf .

vegaslady Jun 2014
Thank you for asking this question and to the person who answered. It gave me something to think about.

PBRyter Jun 2014
Talk to the bank where the SNT funds are about getting a debit card. I am trustee for a friend with a Special Needs Trust and they said they couldn't issue a credit card but a debit card was OK. This allows me to make purchases and order supplies online. I print out the order summary when I place the order and when the item arrives staple it together with the shipping invoice. I keep all the receipts for the year together in a file so that if there is any question I can produce the receipt. I also use Quicken to track everything, so I can produce reports quickly. Note that Quicken is great for record keeping but does NOT take the place of receipts.

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