♦ Lori McLeod

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Distibution Plan Request
DP Packet
Income Verification

ESDFS is responsible for monitoring & maintaining IIM accounts of enrolled
members of the E. Shoshone Tribe held in trust for minors and adults who are
handicapped/disabled as well as continue the services previously provided
through the BIA (i.e., Request for withdrawal from an IIM account). The
Superintendent of the Wind River Bureau of Indian Affairs will serve as the
existing authority of all IIM Trust accounts activity.

Program operated under 25 C.F.R § 115.00

Information when requesting for funds from an IIM account:
In part, when requesting for a distribution plan (release of funds from the
account holder’s IIM account) the funds may be disbursed for such purposes
deemed only to be in the best interest and welfare of the IIM account holder.
The request should be made with the IIM worker who will start the process
of the request.

25 CFR part 115 does not include a section which addresses adult
supervised IIM accounts. To accommodate this omission, 25 CFR
Part 115 will also apply to Adult Supervised accounts.

Supervised accounts as specified in 25 CFR Subpart 115.420 (A through D)
When developing a minor’s distribution plan, the following information must be
considered and included in the evaluation:

• Documentation which establishes who had physical custody of the minor
  (e.g., home visits, school records, medical records, etc);
• A copy of any custodial orders or guardianship orders from a court
  of competent jurisdiction;
• The name(s) of the person and his or her relationship to the minor,
  if any, who makes a request for a disbursement from the minor’s account;
  
  
• An evaluation of other resources, including parental income that
  may be available to meet the unmet needs of the minor.