Forms
All the forms you need, conveniently placed. Download, complete, and/or submit with confidence to keep your account up-to-date with your needs.
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.
Employed Account Owner Certification
Certify eligibility for an increased annual contribution limit because of earned income (ABLE to Work).
Incoming Direct Rollover Form
Make a direct rollover from another ABLE program or 529 program to ABLEnow.
Incoming Indirect Rollover Form
Make an indirect rollover from another ABLE program or 529 program to ABLEnow.
Investment Option Change/Future Contribution Allocation Form
Change investment options or future investment allocations.
Payroll Direct Deposit Form
Start, change the amount of, or stop payroll direct deposit instructions on an ABLEnow account.
Physician Diagnosis Form
Use this optional form to obtain a written diagnosis for your records.
Withdrawal Request Form
Make a full or partial withdrawal from an ABLEnow account.
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