Forms

Entity Certification

Certification required for entities to register online.

Withdrawal Request Form

Make a full or partial withdrawal from an ABLEnow account.

Additional Contributions

Make a contribution to the ABLEnow Account by check.

Account Financial Features Form

Add, change, or stop recurring contributions, bank information and systematic withdrawals or exchanges on your ABLEnow account.

Account Information Change Form

Change your contact information, transfer account ownership, manage Authorized Individuals and Interested Parties.

Authorized Individual Change Form

Add or replace an authorized Individual on an account.

Incoming Direct Rollover Form

Make a direct rollover from another ABLE program or 529 program to ABLEnow.

Employed Account Owner Certification

Certify eligibility for an increased annual contribution limit because of earned income (ABLE to Work).

Investment Option Change/Future Contribution Allocation Form

Change investment options or future investment allocations.

Incoming Indirect Rollover Form

Make an indirect rollover from another ABLE program or 529 program to ABLEnow.

Power of Attorney-Authorized Individual

Designate an Authorized Individual as the Account Owner’s agent with authority to establish and/or manage the ABLEnow Account.

Payroll Direct Deposit Form

Start, change the amount of, or stop payroll direct deposit instructions on an ABLEnow account.

Account Owner Removes Authorized Individual Form

Remove all existing Authorized Individual(s) from an ABLEnow account.

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