Why Choose LET
While focusing on meeting the financial needs of individuals with disabilities, there are many aspects that differentiate LET from other trust organizations.
Online Trust Platform
Through our partnership with True Link Financial, Inc., the Trust, beneficiaries, their representatives, and supporting agencies have access to a customized and user-friendly online trust administration and record-keeping platform that provides account values, transaction histories, downloadable reports, and more. This platform also allows the LET team to quickly and reliably process disbursement requests for beneficiaries.
Unique Disbursement Channels (True Link Card)
LET offers the True Link Visa® Prepaid Card as a disbursement payment option for beneficiaries, which is cited in the Social Security Program Operations Manual System (POMS) as an authorized disbursement method. The ability to pre-load funds onto the card greatly streamlines the beneficiary’s ability to access their assets when needed, while simultaneously maintaining eligibility for vital governmental benefits.
Custodial and Non-Custodial Account Options
LET partners with True Link Financial to provide investment advisory services, with Charles Schwab serving as custodian of trust funds. LET also works with beneficiaries who have other investment services through non-custodial accounts.
Safeguards to Protect Eligibility
LET’s multi-level disbursement review and approval process ensures that all disbursements adhere to LET’s fiduciary responsibilities based upon our policies, the applicable governing regulations, and the specific circumstances of the beneficiary.