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Qualified Expenses Withdrawal Log

Easily track your withdrawals

This optional log may assist in the tracking of disability-related withdrawals from an IAble account.* To use, complete the withdrawal date and amount, and provide a brief description of how the withdrawal improves the account owner's health, independence and/or quality of life. IAble participants may also wish to keep receipts and/or other proof of withdrawals for tax purposes.

*Please note: This log is an optional tool provided by the Iowa state treasurer's office for the benefit of IAble participants. This is not a required form and is not intended as tax advice. Please do not send this form to IAble.

Click here to download an IAble Withdrawal Log

 

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