Prepaying for funeral can help SSI/MediCal Applicants

To meet financial eligibility requirements to qualify for public assistance, applicants must show that they have limited assets or minimal resources that can be converted to cash.

Currently, about 42% of those participating in California Master Trust are establishing funeral trusts to help meet eligibility requirements.

For help complying with the requirements, visit your California Funeral Director Association member. The trust can be set up immediately so the trust contract can be submitted with the application for public assistance.

• MediCal only: There is no limit on the amount of money placed in the trust for burial funds to pay for funeral services, if the trust is Irrevocable. An individual may place $1,500 in a Revocable trust for burial funds.
  
• SSI or both SSI and MediCal: The amount set aside for burial space items (caskets, markers, etc.) is unlimited. Individuals may place up to $1500 in a Revocable trust for burial funds. California State laws permits SSI recipients residing in California to have up to $1,800 in an Irrevocable trust for burial funds.

For a more detailed description of the options, download a PDF brochure or contact your local funeral home. For a list of frequently asked questions with answers, click here.

To request a brochure or ask questions, contact California Master Trust call (800) 322-4268 or e-mail, info@californiamastertrust.com. Click here to download a CMT brochure.