PDFWAC 365-220-070
What happens if a beneficiary moves out of the state of Washington?
If the beneficiary moves out of the state of Washington:
(1) The primary representative is required to notify the trust manager in writing within thirty days of the beneficiary's move out of the state of Washington.
(2) The governing board may elect, in its discretion, one of three options:
A | The balance of the beneficiary's individual trust account will be transferred to another existing special needs trust established for the beneficiary. Any costs relating to the transfer will be charged to the beneficiary's individual trust account. Any unexpended state matching money shall revert to the developmental disabilities endowment trust fund. |
-or-
B | The individual trust account will remain open, and the account will be assessed fees at a level that will support all costs of maintaining the account. The beneficiary will no longer be eligible for the state match as of the date the beneficiary ceases to be a resident of Washington. |
-or-
C | The beneficiary's individual trust account will be terminated and distributed as if the beneficiary had died. Any unexpended state matching money shall revert to the developmental disabilities endowment trust fund. |
[Statutory Authority: RCW 43.330.430 through 43.330.437. WSR 20-01-152, § 365-220-070, filed 12/17/19, effective 1/17/20; WSR 19-07-034, § 365-220-070, filed 3/13/19, effective 4/13/19. Statutory Authority: RCW 43.330.240. WSR 02-07-026, § 365-220-070, filed 3/12/02, effective 4/12/02.]