Trilogy Aged Care
Trilogy Aged Care

What about if I switch Providers? What happens to my funds then?

If you’ve decided to switch Providers, your remaining funds will be transferred to the Provider you are switching to. Your previous Provider has up to 70 days to make the existing funds transfer. Keep in mind if you have an exit fee, this will be charged from your unspent funds.

With us, we will let you use 80% of your unspent funds with your previous Provider prior to them even transferring over. We do this to ensure that you have a consistency of care and aren’t out of pocket while you are waiting for the funds to come over. You can easily access your balance information by checking your monthly activity statement with your previous Provider.

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