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.
Use the enrollment form to open an account or create an account online
Use this form to add, change or delete electronic contributions, banking information, systematic exchanges and systematic withdrawals.
Use the additional contribution form to make additional contributions to your account by check.
Use the account information change form to change your address, phone number, participant, or successor participant information on your account.
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.
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.
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.
Use the incoming rollover form to initiate a rollover form another qualified ABLE plan to an existing ABLE plan account.
Use the withdrawal form to request a withdrawal from your account. You can also request a withdrawal from your account online
Use the Agent Authorization/Power of Attorney form to grant a person the ability to act on your account.