EXCEPTION
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When the funds are restricted by the court, they may not be available to the ward. The Policy Support Team (PST) determines whether the agent must take additional actions to make the funds available.
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Request hard copy verification of the court order. Also, request any other records of withdrawals and deposits that establish the conservatorship, including the reason the agent states the funds are not available. Complete both of the following:
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●FAX a copy of the court order to the PST.
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●Follow up with an email to the PST to explain the reason the information is being FAXed. (See PST for email address and FAX number)
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