Last Update: 3/12/02

Chapter 365-220 WAC

DEVELOPMENTAL DISABILITIES ENDOWMENT TRUST FUND

WAC Sections

GENERAL
What is the purpose and scope of this chapter?
How may a member of the public appear before the governing board?
What definitions apply to this chapter?
DISBURSEMENTS
Who authorizes disbursements?
What types of disbursements are allowed?
Who may request disbursements on behalf of the beneficiary?
When may disbursements be requested?
DISPOSITION PLAN
What happens to an account when the beneficiary dies?
Can the disposition plan be changed?
DISPUTES
What decisions may be appealed?
What is the dispute process?
ELIGIBILITY
Who is eligible to be a beneficiary in the trust fund?
How is eligibility determined?
What happens if a beneficiary moves out of the state of Washington?
What happens if a beneficiary is determined to no longer meet the Washington state definition of developmental disability in RCW 71A.10.020(3)?
FEES
What fees must be paid to enroll in and participate in the trust fund?
Is it possible to be placed on the list for state matching funds, and delay payment of the enrollment fees?
Are fees refundable?
What happens when fees are past due?
TRANSFERRING ACCOUNTS
When and how may individual accounts be transferred?
MATCHING MONEY AND EARNINGS
Are there any guarantees related to the availability of matching money or earnings on investments?
Who establishes matching policies?
How will access to state matching money be determined?
How does an individual trust account initially qualify to receive state matching money?
How does an individual trust account maintain qualification for state matching money?
What happens when an individual trust account becomes inactive?
Are there time limits for earning the match?
Are extensions allowed?
What is the matching rate on contributions?
What is the amount of maximum annual contributions eligible for state matching money?
What is the amount of maximum lifetime contributions eligible for state matching money?
Is there a limit on individual savings?
May donors make lump sum contributions?
How many individual trust accounts for each beneficiary are eligible to receive state matching money?
For beneficiaries with multiple individual trust accounts, how is it determined which individual trust account is eligible for state matching money?
In what proportion are state matching funds spent?
What is the enrollment match?
What is the annual management fee match?
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