Downloadable forms, useful links, and other program materials to help you and your loved ones
STANDARD FORMS
Add an Authorized Legal Representative
Change an Authorized Legal Representative
Change of Name
Check Contribution
Death of Beneficiary
Diagnosis Form for Licensed Physician
Enrollment
Incoming Rollover for 529 College Savings Plan to ABLE (direct)
Incoming Rollover for 529 College Savings Plan to ABLE (indirect)
Incoming Rollover for ABLE to ABLE
Manage Monthly Withdrawals
Manage Successor Designated Beneficiary
Payroll Direct Deposit Form
Power of Attorney
Power of Attorney (Español)
Remove an Authorized Legal Representative
Withdrawal
ENTITY FORMS
Entity Authorized Legal Representative Establishment
Entity Change an Authorized Legal Representative
Entity Durable Power of Attorney and Indemnification Agreement
Entity New Account
