Agent Authorization/Power of Attorney
Use this form to designate someone as your Agent with authority to act on your ABLE Account.
Managing your account
Account Financial Features Form
Use this form to add, change, or delete electronic contributions, banking information, systematic exchanges, and systematic withdrawals.
Additional Contribution Form
Use this form to make additional contributions to your account by check.
Account Information Change Form
Use this form to change your address, phone number, participant, or successor participant information on your account.
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.
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 want to change your existing deduction.
If you’re opening a new account, you can enroll online and select payroll deduction as your contribution method.
ABLE to Work Self Certification Form
Use this form to certify that you are eligible for an increased annual contribution limit as a result of your earned income.
Incoming Rollover Form
Use this form to initiate a rollover from another qualified ABLE plan to an existing ABLE plan account.