You can scroll through the FAQs, search, or click on a category button to filter them.

What is a qualified disability expense? ›

There’s a wide range of eligible expenses that cover most costs associated with living with a disability. Some of these include: living expenses, education, housing, transportation, employment, vacation, job training, career support, assistive technology, personal support services, health, prevention, wellness, financial management, administrative services, legal fees, funeral costs, burial expenses, and more. As long as the expense helps maintain or improve the health, independence, or quality of life of the person living with a disability, it can be considered a qualified disability expense.  Please read the Plan Disclosure for more information on qualified disability expenses. If asked by the IRS, the beneficiary or Authorized Legal Representative is responsible for providing ...

What happens if I withdraw money for a non-eligible expense? ›

You’ll have to pay taxes on any non-eligible expense, plus a 10% penalty on the earnings portion of the withdrawal. A withdrawal used for a non-eligible expense could affect your eligibility for SSI benefits, Medicaid, or other much needed benefits under federal or state programs, as could a withdrawal that is applied to a housing expense in any month after the month of the withdrawal.