Tax Information

• Tax Forms You’ll Receive and How to Use Them

Opening an Account

• I Am Having Trouble Opening an Account
• Can I Open and Manage an Account for Someone Else?
• Am I Eligible for an ABLE Account?
• How to Add a Bank Account and Select Investment Options
• Paper Forms & Notarization: When and Why They’re Required and How to Submit Them
• How to Open an ABLE Account Online

Managing Your Account

• View Statements (Quarterly and Tax Forms) and Update Mailing Preferences
• Verify Your Identity
• Unable to Link a Bank Account
• Multi-Factor Authentication (MFA)
• See Account Balance and Transactions
• Change Account Language

Gifting

• How Gifting To An ABLE Account Works
• Send a Gift Online
• Manage Gift Contributions You Make

Contributions and Withdrawals

• Contribution Limits
• How ABLE Accounts May Impact SSI, Medicaid, And Other Benefits
• How ABLE Contributions Work
• Withdrawal Restrictions
• Withdrawal Processing Times
• Make a Check Withdrawal Online

Authorized Individuals

• Account Retrieval Guide for Organizations
• Change Authorized Individual
• What an Authorized Individual Can and Can't Do
• Paper Forms & Notarization: When and Why They’re Required and How to Submit Them