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Enabling Law and Rules


State Law

The Developmental Disabilities Life Opportunities Trust (previously known as the Washington State Developmental Disabilities Endowment Trust Fund) is described in State Law 43.330.200.

State Rules

State rules refer to agency guidelines adopted pursuant to the Administrative Procedure Act (State Law).  State rules regarding the Developmental Disabilities Endowment Trust Fund (LOT) are listed below.


GENERAL
365-220-005 What is the purpose and scope of this chapter?
365-220-010 How may a member of the public appear before the governing board?
365-220-015 What definitions apply to this chapter?


DISBURSEMENTS

365-220-020 Who authorizes disbursements?
365-220-025 What types of disbursements are allowed?
365-220-030 Who may request disbursements on behalf of the beneficiary?
365-220-035 When may disbursements be requested?

DISPOSITION PLAN

365-220-040 What happens to an account when the beneficiary dies?
365-220-045 Can the disposition plan be changed?

DISPUTES

365-220-050 What decisions may be appealed?
365-220-055 What is the dispute process?

ELIGIBILITY

365-220-060 Who is eligible to be a beneficiary in the trust fund?
365-220-065 How is eligibility determined?
365-220-070 What happens if a beneficiary moves out of the state of Washington?
365-220-075 What happens if a beneficiary is determined to no longer meet the Washington state definition of developmental disability in RCW 71A.10.020(3)?

FEES

365-220-080 What fees must be paid to enroll in and participate in the trust fund?
365-220-085 Is it possible to be placed on the list for state matching funds, and delay payment of the enrollment fees?
365-220-090 Are fees refundable?
365-220-095 What happens when fees are past due?

TRANSFERRING ACCOUNTS

365-220-100 When and how may individual accounts be transferred?

MATCHING MONEY AND EARNINGS

365-220-105 Are there any guarantees related to the availability of matching money or earnings on investments?
365-220-110 Who establishes matching policies?
365-220-115 How will access to state matching money be determined?
365-220-120 How does an individual trust account initially qualify to receive state matching money?
365-220-125 How does an individual trust account maintain qualification for state matching money?
365-220-130 What happens when an individual trust account becomes inactive?
365-220-135 Are there time limits for earning the match?
365-220-140 Are extensions allowed?
365-220-145 What is the matching rate on contributions?
365-220-150 What is the amount of maximum annual contributions eligible for state matching money?
365-220-155 What is the amount of maximum lifetime contributions eligible for state matching money?
365-220-160 Is there a limit on individual savings?
365-220-165 May donors make lump sum contributions?
365-220-170 How many individual trust accounts for each beneficiary are eligible to receive state matching money?
365-220-175 For beneficiaries with multiple individual trust accounts, how is it determined which individual trust account is eligible for state matching money?
365-220-180 In what proportion are state matching funds spent?
365-220-185 What is the enrollment match?
365-220-190 What is the annual management fee match?