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Forms

Select the appropriate form below by clicking on the name or Download button. 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

Use this form to open an account. Do it Online or Download

 

Manage Account

Account Financial Features Form

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

Additional Contribution Form

Use this form to make additional contributions to your account by check. Download
 

Account Information Change Form

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

Investment Changes

Investment Option Change/Future Contribution Allocation Form

Use this form to move money in your account to a different investment option, or to change investment options for future contributions. Download
 

Contributions

Payroll Direct Deposit Form

Use this 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. Do it Online or Download

Incoming Rollover Form

Use this form to initiate a rollover form another qualified ABLE plan to an existing ABLE plan account. Download
 

Withdrawals

Withdrawal Form

Use this form to request a withdrawal from your account. Do it Online or Download

 

Authorization

Agent Authorization/Power of Attorney Form

Use this form to grant a person the ability to act on your account. Download
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