Call 718-701-7777 or email intake@ecstrust.org.
Your client needs Medicaid to receive services, but their income is over the limit. ECS runs the pooled income trust that deals with that surplus so their Medicaid case can move, lets them keep their income, and pays their bills. You send us the referral, we take the application with the client or family, and we keep you updated at each step so you are not chasing us.
For home care agencies, hospitals, adult day programs and care managers
A client whose income is over the Medicaid limit can be stuck: Medicaid does not start cleanly until the surplus is dealt with, and until Medicaid is in place the services cannot be billed to it. A pooled income trust deals with the surplus so the Medicaid case can move. We take the call from the family, start the trust paperwork with the client, and tell you at each step where it stands, so your client can start care and you are not chasing us.
A good fit
- A New York resident who needs, or already has, Community Medicaid and has a monthly surplus (spend-down).
- Someone who is disabled under Social Security or New York State rules. If they have not been found disabled yet, we start that paperwork with the trust application.
- Someone already in another pooled trust and unhappy. We handle the switch and waive our enrollment fee.
What we do
- We run the pooled income trust and every client's account.
- We take the application with the client or family, by phone, by mail, in person, or with a home visit.
- We arrange the telehealth visit that produces the doctor's form.
- We open the account, set up the monthly deposit, pay the client's bills and send statements.
- We provide the verification of deposit that Medicaid asks for.
What you get from us
- Someone who knows the case to call, for every case.
- Updates at each step. You hear when we have the papers, when the account is open, when the first deposit clears and when the application is filed. When something is stuck, we say what is stuck and what we need.
- The verification of deposit the client's Medicaid case needs, sent to whoever is running that case.
- We work with your Medicaid application team. We do not take over your client or your relationship with them.
How to send a referral
Send a referral from one page: the form is at the top ›
Email intake@ecstrust.org or call 718-701-7777 (Monday to Thursday, 9 AM to 5 PM, and Friday, 9 AM to 12 PM in winter and 1 PM in summer, Eastern). Send what you have: the client's name and phone, the family contact, and who is doing their Medicaid application. We tell you we have it, and if something is missing we ask for just that.
Please do not send Social Security or Medicaid numbers by email. We will tell you the safe way to send them.
We work out your number on the first call. A person picks up.
What clients pay
A monthly fee of 10% of the deposit (at least $35, at most $300), $150 a year, and a one-time enrollment fee that is usually $300 and sometimes lower or waived. Each client signs a fee schedule when they join. Full details.
Common questions
How do I refer a client to ECS Trust?
Email intake@ecstrust.org or call 718-701-7777. Send the client's name and phone, the family contact and who is doing their Medicaid application. We confirm we have it and ask for anything missing.
Will I be kept informed?
Yes. We update you as each step happens: papers received, account opened, first deposit cleared and application filed, and we tell you what is needed if a case is stuck.
Do you take over the Medicaid application?
No. Your team keeps running it. We run the trust and send the verification of deposit to whoever is running the Medicaid case.
Can a patient being discharged use a pooled income trust?
If they are going home with Medicaid home care and have a spend-down, yes. Call us and we explain the options to the family in plain words and start the paperwork.