Trust Beneficiary Reimbursement Portal Submit one-time expenses for fiduciary review
Signed in as: Beneficiary Name

Request reimbursement for an expense outside your regular allowance.

Use this portal for unexpected or one-off expenses that are not covered by your existing monthly or bi-weekly living expense allowance. Upload supporting receipts, invoices, or bills and explain why the expense requires separate trustee review.

Typical review timing
3 business days Funding may take an additional 1–2 business days after approval.

New Reimbursement Request

Complete each section before submitting. Your request will be bundled into a report and emailed to your trust advisor.

Before you submit: One-time reimbursement requests generally require up to 3 business days for review and decision. If approved, funds may take an additional 1–2 business days to reach your bank account.
Briefly identify what the expense is and who charged it.
Explain why the expense was unexpected, necessary, and not something covered by your regular monthly or bi-weekly support.
Drag files here or click to upload Accepted formats: PDF, JPG, PNG. Include all pages of the invoice or receipt.
medical-bill.pdfUploaded
payment-receipt.jpgUploaded
Certification: By submitting this request, you certify that the information provided is accurate and that the expense has not already been reimbursed or paid from another source.

Request submitted

Your reimbursement request has been sent to your trust advisor for review. You will receive an email confirmation shortly.

After submission: One-time expenses may take up to 3 business days for a decision. Approved reimbursements may take an additional 1–2 business days to deposit into your bank account.
Today Request received and report generated.
Within 3 business days Advisor approves, denies, or asks for more information.
1–2 business days after approval Funds are processed to the bank account on file.