Common use of Distributions from Trust Clause in Contracts

Distributions from Trust. Distributions from the Beneficiary’s Sub-trust account may be made during the life of the Beneficiary in accordance with the provisions of the Trust and as follows: 1. Distributions shall be made for the sole benefit of the Beneficiary but never directly payable to the Beneficiary. 2. Disbursements will be reviewed and approved on an individual basis, and in accordance with the guidelines set forth in the Welcome Handbook, as amended from time to time. 3. The Grantor recognizes that all distributions are made by the Trustee in accordance with directions from the Trustor, in its sole discretion. With this in mind, the Grantor may express desires as to how assets might be used on behalf of the Beneficiary in the Trust Plan (Section H). The Trustor will also consider any Individual Support Plan or Treatment Plan that may be in place for the Beneficiary when reviewing a distribution request. 4. If the Beneficiary’s residence changes from Oregon to another state, distributions may cease until appropriate arrangements can be made, within the sole discretion of the Trustor, including, but not limited to: a) The in-kind transfer of the sub-account property directly to a comparable 501(c)(3) tax- exempt pooled trust serving the geographic location to which the Beneficiary has moved. b) The continued administration of the Beneficiary’s sub-account by the Trustor and the Trustee in accordance with the applicable laws of the state to which the Beneficiary moves. 5. No disbursements may be made after the death of a Beneficiary, including funeral or cremation expenses. Beneficiaries are encouraged to prearrange for these services and may use Trust funds for that purpose.

Distributions from Trust. Distributions from the Beneficiary’s Sub-trust account may be made during the life of the Beneficiary in accordance with the provisions of the Trust and as follows: 1. Distributions shall be made for the sole benefit of the Beneficiary but never directly payable to the Beneficiary. 2. Disbursements will be reviewed and approved on an individual basis, and in accordance with the guidelines set forth in the Welcome Handbook, as amended from time to time. 3. The Grantor Grantor(s) recognizes that all distributions are made by the Trustee in accordance with directions from the Trustor, in its sole discretion. With this in mind, the Grantor may express desires as to how assets might be used on behalf of the Beneficiary in the Trust Plan (Section HG). The Trustor will also consider any Individual Support Plan or Treatment Plan that may be in place for the Beneficiary when reviewing a distribution request. 4. If the Beneficiary’s residence changes from Oregon to another state, distributions may cease until appropriate arrangements can be made, made within the sole discretion of the Trustor, including, but not limited to: a) The in-kind transfer of the sub-account property directly to a comparable 501(c)(3) tax- exempt pooled trust serving the geographic location to which the Beneficiary has moved. b) The continued administration of the Beneficiary’s sub-account by the Trustor and the Trustee in accordance with the applicable laws of the state to which the Beneficiary moves. 5. No disbursements may be made after the death of a Beneficiary, including funeral or cremation expenses. Beneficiaries are encouraged to prearrange for these services and may use Trust funds for that purpose.