Who you can refer
- 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.
A family member can refer a parent or relative the same way.
- Written into New York and federal law
- Hundreds of New York families
- A person picks up
What happens after you send
- You see "We got it" and a reference number on the screen.
- Intake calls the person you referred during office hours: Monday to Thursday 9 to 5, Friday 9 to 12 in winter and 9 to 1 in summer, Eastern.
- We call the client or family, take the application with them, and update you at each step.
What the client pays
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 someone to a pooled income trust in New York?
Use the form at the top of this page, call 718-701-7777 or email info@ecstrust.org. A name and a phone number are enough. You get a reference number on the screen, intake calls the person you referred, and we update you at each step.
What do I need to send?
Your name and phone. The client's first name helps. Please do not send Social Security or Medicaid numbers; we tell you the safe way to send them.
Will I be kept updated?
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.