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Forms

Select the appropriate form below by clicking on the name. The form will be displayed in PDF format suitable for printing. You must have Adobe Reader software (available free at www.adobe.com) to download or print the forms. Please note that some of these transactions can be done through your account online, as indicated below.

Enrollment

Enrollment Form (PDF) 

Use the enrollment form to open an account or create an account online.

 

Manage Account

Account Financial Features Form (PDF)

Use this form to add, change or delete electronic contributions, banking information, systematic exchanges and systematic withdrawals.
 

Additional Contribution Form (PDF)

Use the additional contribution form to make additional contributions to your account by check. 
 

Account Information Change Form (PDF)

Use the account information change form to change your address, phone number, participant, or successor participant information on your account.
 

ABLE to Work Self Certification Form (PDF)

Use the ABLE to Work self-certification form to certify that you are eligible for an increased annual contribution limit as a result of your earned income.
 

 

Investment Changes

Investment Option Change/Future Contribution Allocation Form (PDF)

Use the investment option change/future contribution allocation form to move money in your account to a different investment option, or to change investment options for future contributions.
 

Contributions

Payroll Direct Deposit Form (PDF)

Use the payroll direct deposit form if:
  • You want to have money automatically deducted from your paycheck and deposited into your account (your employer must offer this benefit).
  • You way to change your existing deduction.
If you're opening a new account, you can enroll online and select payroll deduction as your contribution method.

Incoming Rollover Form (PDF)

Use the incoming rollover form to initiate a rollover form another qualified ABLE plan to an existing ABLE plan account. 
 

Withdrawals

Withdrawal Form (PDF)

Use the withdrawal form to request a withdrawal from your account. You can also request a withdrawal from your account online.

 

Authorization

Agent Authorization/Power of Attorney Form (PDF)

Use the Agent Authorization/Power of Attorney form to grant a person the ability to act on your account.
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