Forms

Select the appropriate form below, which will be displayed in a PDF format. You must have Adobe Reader software (available free at adobe.com) to download or print the forms. Please note some of these Account transactions can be done online, as indicated below.

Open an Account

Form	Purpose	Online	PDF
Enrollment Form	Ready to open an IAble account for yourself or as an Authorized Individual? You can do it online or by downloading an enrollment form.

Update and Change Account

Form	Purpose	Online	PDF
Account Financial Features Form	Add, change or delete electronic contributions, banking information, Systematic Exchanges and Systematic Withdrawals.
Additional Contribution Form	Make additional contributions to your Account by check.
Account Information Change Form	Update information about yourself, an Authorized Individual or a Successor Account Owner.
ABLE to Work Self Certification Form	Certify you are eligible for an increased Annual Contribution Limit as a result of your earned income under the ABLE to Work Act.
Investment Option Change/Future Contribution Allocation Form	Move money in your Account to a different Investment Option or to change Investment Options for future contributions.

Contributions and Withdrawals

Form	Purpose	Online	PDF
Payroll Direct Deposit Form	Make direct contributions with as little as $15 per paycheck with payroll direct deposit. Change or remove your payroll direct deposit at any time.
Incoming Rollover Form	Initiate a rollover from another qualified ABLE plan to an IAble account.
Withdrawal Form	Request a full or partial withdrawal from your account, or close your account.

Authorization

Form	Purpose	PDF
Power of Attorney Form	Grant a person the ability to act on your Account.
Add an Authorized Individual Form	Add an Authorized Individual to an existing IAble account.

For more information about IAble, obtain a Plan Disclosure Booklet online or by calling (888) 609-8910. Investment objectives, risks, charges, expenses, eligibility and other important information are included in the Plan Disclosure Booklet; read and consider it carefully before investing.

If you are not an Iowa taxpayer, consider before investing whether your home state offers a qualified ABLE program that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's qualified ABLE program.

IAble is an Iowa trust sponsored by the state of Iowa and administered by the Iowa State Treasurer’s Office. IAble is a qualified ABLE plan offered as part of the National ABLE Alliance. Ascensus College Savings Recordkeeping Services, LLC as the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping, and administrative services. IAble offers a series of Investment Options within the National ABLE Alliance. Investment returns are not guaranteed, and you could lose money by investing in IAble.

Forms

Open an Account

Update and Change Account

Contributions and Withdrawals

Authorization

Email Updates