Forms

Enrollment Form (PDF)

Ready to open an IAble account for yourself or as an authorized individual? You can do it online or by downloading an enrollment form. 

Review the Enrollment Brochure (PDF) for information regarding plan highlights, eligibility, investment options and contact information.

Entity Certification Form (PDF)

Entities serving as authorized individuals must complete and notarize this form when registering for the online entity management platform.

Entity Verification and Signatory Form (PDF)

Entities using paper enrollment must complete and notarize this form to serve as authorized individuals.

Account Financial Features Form (PDF)

Add, change or delete electronic contributions, banking information, systematic exchanges and systematic withdrawals. 

Account Information Change Form (PDF)

Update information about yourself, an authorized individual or a successor account owner.

Employed Account Owner Certification Form (PDF)

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 (PDF)

Move money in your account to a different investment option or to change investment options for future contributions.

Additional Contribution Form (PDF)

Make additional contributions to your account by check. 

Payroll Direct Deposit (PDF)

Make direct contributions with as little as $15 per paycheck with payroll direct deposit. Change or remove your payroll direct deposit at any time.

Withdrawal Request Form (PDF)

Request a full or partial withdrawal from your account, or close your account.

Incoming Direct Rollover Form (PDF)

Initiate a rollover from another qualified ABLE plan to an IAble account. 

Incoming Indirect Rollover Form (PDF)

Make an indirect rollover contribution to your account, which is when funds from another ABLE or 529 plan are withdrawn and contributed within 60 days of the withdrawal date.

Power of Attorney (PDF)

Grant a person the ability to act on your account.

Authorized Individual Change of Signatory Form (PDF)

Add or replace an authorized individual on an account, or certify the authority of an authorized individual when the account owner reaches age 18.

Account Owner Removes Authorized Individual Form (PDF)

An account owner can use this form to remove an authorized individual from their account if they have the capacity to do so, including when they reach age 18.

Age of Majority – Authorized  Individual Retaining Authority Form (PDF)

Use this Form when the Account Owner has reached Age of Majority but does not have Legal Capacity, and the existing Authorized Individual(s) will continue managing the Account.

Affidavit for Distribution of Account (PDF)

Indicates how the owner/decedent’s estate will be distributed.

Estate Distribution Form (PDF)

Request a distribution(s) from an IAble account after the death of the account owner.