Resources

This brochure provides the latest information regarding IAble's tax advantages, plan highlights, eligibility, investment options and contact information.

Review this eight-page brochure for information regarding plan highlights, eligibility, investment options and frequently asked questions.

Use our eligibility quiz to determine if you could be eligible to open an IAble account for yourself or someone you know.

This one-page flyer outlines the information and items you will need to open an IAble account for yourself or on behalf of an Eligible Individual.

This two-page document provides a general comparison between IAble accounts and different types of Special Needs Trusts, including 3rd Party Trusts, 1st Party Trusts and Pooled Trusts. 

This one-page flyer outlines important facts and next steps in the event of an account owner's death.

The ABLE National Resource Center provides information on the ABLE To Work Act, which allows people with ABLE accounts who work to potentially save above the federal annual ABLE contribution limit.

The Earn, Save, Maintain (PDF) flyer provides information about ABLE accounts, including eligibility, how it relates to employment and ABLE to Work.

Certify you are eligible for an increased annual contribution limit as a result of your earned incomed under the ABLE to Work Act. This form can also be completed from your account online.

The Payroll Direct Deposit Procedure (PDF) document outlines how account owners and authorized individuals can work with their HR professional to implement payroll direct deposit to an IAble account. 

The Employer Flyer (PDF) explains how an ABLE account can support employees with a disability or employees that are caregivers. It includes information on eligibility, employment-related expenses and ABLE to Work.

The Employer Guide (PDF) introduces the benefits of offering IAble payroll direct deposit for employees, and tips to help you create a supportive work environment. Instructions and resources to help you get started are included. 

The IAble Poster (PDF) can be displayed to help employers start the conversation with employees about how IAble can bring them closer to financial freedom. It can also be used during the onboarding process or emailed to staff to raise awareness.

IAble is part of the National ABLE Alliance. The National ABLE Alliance is a partnership of States dedicated to providing those living with disabilities an ABLE investment product that offers multiple financial options at low cost.

The ABLE National Resource Center (NRC) is a leading source of information about federal- and state-related ABLE programs and activities.

NDI is the first and only national nonprofit organization exclusively focused on the financial health and wellness of people with disabilities.

National Association of State Treasurers (NAST) serves as the nation's foremost authority for state treasury programs and related financial practices, policies and education. Their ABLE Savings Plans Network (ASPN) provides strategic leadership on the implementation of the ABLE Act.

ABLE Today is brought to you by the NAST Foundation, and their mission is to advance financial empowerment for people with disabilities by increasing the awareness of ABLE accounts. On their website you can find tools on ABLE accounts, how they work, webinars and more.

Able Up Iowa helps people of all abilities become independent by providing solutions of financial needs and empowering them to achieve financial goals.

The Social Security Administration's (SSA’s) page dedicated to providing information about the ABLE Act.

Information from the IRS regarding ABLE accounts, including tax benefits, resources and more.

The final regulations that provide guidance regarding the Stephen Beck, Jr., Achieving a Better Life Experience Act of 2014 (ABLE Act).