Qualified Expenses

Qualified Disability Expenses (QDE’s) are for the direct and sole benefit of the eligible individual. The eligible individual is the Account Owner. Qualified expenses are intended to enhance the account owner’s quality of life. Examples include, but are not limited to: basic living needs such as food, education and tuition, housing, transportation, employment training and support, assistive technology and related services, personal support services, health prevention and wellness, financial management and administrative services, legal fees, expenses for oversight and monitoring, funeral and burial expenses, and housing.

  • Housing expenses include expenses for mortgage, including property insurance required by the mortgage holder; real property taxes, rent, heating fuel, gas, electricity, water, sewer; and garbage removal.
  • To be considered a qualified disability expense, housing related-expenses must be paid within the same month withdrawn.