New SSA POMS on Special Needs Trusts Issued

May 1, 2018

The new Social Security Program Operation Manual System (POMS) were issued yesterday concerning Special Needs Trusts. We will provide an update on them soon. 

 

For now, you can take a look here: https://secure.ssa.gov/apps10/reference.nsf/instructiontypecode!openview&restricttocategory=POMT

 

and here:

 

SI 01120.200 Information on Trusts, Including Trusts Established Prior to January 01, 2000, Trusts Established with the Assets of Third Parties, and Trusts Not Subject to Section 1613(e) of the Social Security Act

 

SI 01120.201 Trusts Established with the Assets of an Individual on or after 01/01/00

 

SI 01120.202 Development and Documentation of Trusts Established on or After 01/01/00

 

SI 01120.203 Exceptions to Counting Trusts Established on or after January 1, 2000

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