Forms

Select the appropriate form below by clicking on the name. The form will be displayed in PDF format suitable for printing. You must have Adobe® Reader software (available free at www.adobe.com) to download or print the forms. Please note that some of these transactions can be done online, as indicated below.

Enrollment

Enrollment Form

Use this Enrollment form to open an account.

Manage 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 Changes

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.

 

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.

Incoming Rollover Form

Use this form to initiate a rollover from another qualified ABLE plan to an existing ABLE plan account.

 

Withdrawals

Withdrawal Form

Use this form to request a withdrawal from your account.