We can help you keep what's yours.
The administrators of Medicaid had good intentions when they placed limits on the income of beneficiaries. They wanted to make sure that those who are getting the benefits really need the benefits.
The problem is, many elderly or disabled people on a fixed income find themselves just over the Medicaid limit and have to use their limited income to cover medical bills before Medicaid kicks in.
What is a Pooled Income Trust?
At Trusted, we’ve taken advantage of a well-established strategy* to help the elderly and disabled Medicaid consumers keep their excess income to pay for their monthly expenses other than medical bills. Things like rent, groceries, utility bills — the expenses of daily living.
How a Pooled Income Trust Works
When your income exceeds the eligibility limit for Medicaid, it is deposited into a special Pooled Income Trust that we set up for you. It’s still your money to use for your daily expenses, but it’s no longer counted as “surplus income” in regards to your Medicaid income threshold eligibility.
So you get your medical bills paid for by Medicaid, and you can use your excess income to pay for other essential expenses.
Opening your Trusted Surplus Pooled account couldn’t be easier. We’re always here to help you every step of the way.
At Trusted Surplus Solutions, we value each member’s needs and instances. We recognize that each member’s needs are unique.
Our dedicated Coordinators are committed to actively listening to members joining, understanding their requirements, and providing them with a personalized service that fits best for their lifestyle.
Trusted Surplus Solutions goes the extra mile to ensure a smooth and easy process, with genuine care and understanding of each member.
Our unwavering dedication to providing the best customer service reflects our commitment to building a long-lasting relationship of our members’ needs. When joining the Trusted family, we take care of you!
Testimonials
“The people at Trusted Surplus are extremely knowledgeable, professional and friendly. They have helped my mom by using her excess monthly income to pay for her food, phone and rent. They are always there to answer my questions or concerns. Thank you so much.”
Lee H
“In this difficult time of taking care of my mother’s financial matters, It was a relief to work with Linda from Trusted surplus. She was very knowledgeable and also answered my questions promptly. I highly recommend working with Trusted surplus.”
Paul B
“From day one, Trusted Surplus was amazing in their patience, helping me get my mom set up with a pooled trust account for Medicaid. Linda was attentive and made sure to check in to ensure I was comfortable with the process. I'm sure I will be using them again for my dad when the time comes.”
RJ C
“I had the best experience working with Linda! She helped me set up a pooled income trust for my father. She was always professional answered all questions I had and believe me I had plenty. Always friendly and always responded back right away. I highly recommend Trusted Surplus Solutions! ”
Lori G
*The Pooled Income Trust was established by Congress in 1993 as an exception under the amendments to the Omnibus Budget and Reconciliation Act. It authorizes the use of Supplemental Needs Trusts for the benefit of seniors, or individuals with disabilities of any age.
