Forms

Contribution Form

Contribute funds from a variety of sources, including ABLE to Workk, to an existing ABLEnow account.

Distribution Form

Request a distribution from your account your ABLEnow account.

Incoming Program-to-Program Transfer (ABLE to ABLEnow)

Transfer funds from another state’s qualified ABLE program to ABLEnow.

Incoming Program-to-Program Transfer (529 to ABLEnow)

Transfer funds from a qualified 529 program to ABLEnow.

Incoming Rollover Form

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

Account Closure Form

Close an ABLEnow account.

Card Transaction Dispute Form

Dispute a debit card transaction that you believe to be in error or unauthorized.

ACH Dispute Form

Dispute an electronic fund transfer that you believe to be in error or unauthorized.

Blocked Account Verification Form

Provide documentation as requested to verify identity for a new ABLEnow account.

Name Change Request Form

Change the name on your ABLEnow account.

Durable Limited Power of Attorney Form

A care representative may use this optional form to create a limited Power of Attorney (POA) for specific management of the ABLEnow account.

Physician Diagnosis Form

Use this optional form to obtain a written diagnosis for your records.

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