Reporting the Death of an Account Owner

Settling accounts after someone has passed away can be stressful. ABLEnow is here to help.

Follow the two easy steps below to get started.

Notify ABLEnow

When an Account Owner (Designated Beneficiary) passes away, let ABLEnow know as soon as possible. The Customer Service team is ready and prepared to help secure the account and work with the estate.

Complete and submit the appropriate paperwork

ABLEnow will provide you with the appropriate form, depending on circumstances, and provide guidance on additional documentation that will need to be submitted. In general, the estate of the Account Owner can request funds from the ABLEnow account to pay the deceased Account Owner’s outstanding qualified disability expenses, state Medicaid reimbursement claims or any estate taxes or penalties.

Ready to get in touch?

ABLEnow is here to help.

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