| Label | Type | Description | Mandatory |
| Updated On | CURAM_DATETIME | The date on which the last update was made to the evidence. | No |
| Effective Date of Change | CURAM_DATE | Date which the evidence becomes effective | No |
| Approval Requested | CURAM_INDICATOR | Approval Requested | No |
| Grantor Participant | FULL_NAME | Grantor who established the trust from the drop-down list of case participants. Note that the system displays the primary alternative ID of each of the case participants displayed on the drop-down list. In the US, the primary alternative ID is the social security number (SSN). | No |
|
| Updated By |
| Label | Type | Description | Mandatory |
| Updated By | USER_NAME | | No |
|
|
|
| Trust Details |
| Label | Type | Description | Mandatory |
| Trust Type | EVD_TRUST_TYPE | Trust type, e.g., burial or educational from the drop-down list of trust types. Your system administrator can add a new trust type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide). | No |
| Trust Category | EVD_TRUST_CATEGORY | Trust category from the drop-down list of trust categories, e.g., revocable, irrevocable. An irrevocable trust cannot be revoked by the grantor whereas a revocable trust can. | No |
| Date Established | CURAM_DATE | The date on which the trust was created. | No |
| End Date | CURAM_DATE | The date on which the trust ends. | No |
| Source of Fund | EVD_FUND_SOURCE | Source of the trust fund from the drop-down list of sources, e.g., grantor, grantor's spouse. This is the case participant whose funds or assets are used to establish the trust, for example, grantor or grantor's spouse. | No |
| Trust Value | CURAM_AMOUNT | The monetary value of the funds or assets held in the trust. | No |
| Amount Available to Grantor | CURAM_AMOUNT | The monetary value of the portion of the trust value which is available to the grantor or a beneficiary. | No |
| Established by Will | CURAM_INDICATOR | Select the Established by Will selection box to indicate if the trust was established by a will. | No |
| Recoupment By State | CURAM_INDICATOR | Select the Recoupment By State selection box to indicate if any amount remaining in the trust will be paid to the State upon the death of the individual, up to the amount of medical services paid by Medical Assistance. | No |
|
| Grantor Details |
| Label | Type | Description | Mandatory |
| Grantor Type | EVD_GRANTOR_TYPE | Grantor type, e.g., organization, non-profit organization from the drop-down list of grantor types. Your system administrator can add a new grantor type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide). | No |
|
| Comments |
| Label | Type | Description | Mandatory |
| Comments | COMMENTS | | No |
|
