A Qualified Disability Expense is:

  1. An expense you incurred when you were an Eligible Individual.
  2. The expense relates to your disability.
  3. The expense helps you maintain or improve your health, independence, or quality of life.
  4. Any expenses related to the eligible individual’s blindness or disability that are made for the benefit of the eligible individual who is the designated beneficiary, including the following expenses:
    • Education
    • Housing
    • Transportation
    • Employment Training and Support
    • Assistive Technology and Personal Support Services
    • Health and Wellness
    • Financial Management and Administrative Services
    • Legal Fees
    • Expenses for Oversight and Monitoring
    • Funeral and Burial Expenses
    • Other Approved Expenses

Money withdrawn for an unqualified expense may result in tax consequences.