Community Fund Ohio will mail two letters to the Designated Advocate after receiving a Distribution Request. The first is a receipt letter that confirms Community Fund received the Distribution Request. The second is an outcome letter that identifies if the Distribution Request was approved or denied. If it was approved, there will be a “sent to bank date” on the letter, which refers to the date our Trustee issued the distribution check.
The BRR asks for information about the Beneficiary and helps Community Fund Ohio determine whether or not a distribution should be approved. It should be signed and submitted by the Designated Advocate by mail or fax. If the Designated Advocate does not have enough information to complete it, the Designated Advocate may consult with the Beneficiary’s family, friends, representative payee, attorney, or guardian. It must be submitted with the first Distribution Request and every twelve months thereafter, or more frequently if information on the form changes.
It is the form used to request distributions, in other words money, from the Trust. It is one page, double-sided, and is completed by the Designated Advocate. The information on the form helps to ensure that Community Fund Ohio processes the request correctly. It may be mailed or faxed to Community Fund Ohio.
The Agreement Number is assigned by Community Fund Ohio and is found on the first page of every accepted Joinder Agreement and every statement from our current Trustee. It consists of 1-2 letters and 8 numbers. It may also have an “R” at the end. All of the letters and numbers are important for Community Fund staff to identify the correct sub-account. Sub-accounts established prior to October 2019 may have had additional account numbers assigned by our prior trustees, but an Agreement Number has always been assigned and is the only identification number we use now.