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• Terms & Conditions

  Terms & Conditions Any personal information about citizens will be collected only to the extent necessary to provide the service or benefit desired; only appropriate information will be collected; the Ohio Treasurer’s Office will assist citizens in understanding the reasons information is...

• Unified Login

  Sign-in updates are underway We are excited to let you know that your account login experience is being updated on April 6, 2024! While you may notice some visual changes, you can still expect the easy-to-use portal and tools you need to manage your accounts. Account owners can sign in on or after...

• UT Program Information Presentation

• What are qualified expenses?

  There’s a wide range of qualified expenses that cover most expenses related to your disability. Some of these include: living expenses, education, housing, transportation, employment, vacation, job training, career support, assistive technology, personal support services, health, prevention,...

• What are the fees?

  There are minimal costs associated with maintaining a STABLE account through Oklahoma STABLE. Under Oklahoma STABLE, Oklahoma residents pay $2.25 per month to maintain a STABLE account. There is a small asset-based fee of between 0.19% and 0.33%, depending on their chosen investment options. There...

• What can I use the card for? Can it be used for automatic, reoccurring charges?

  You can use your STABLE Visa® Card anywhere Visa is accepted, including online bill-pay. Your card can be used for a number of everyday living expenses geared toward improving your health, independence, and quality of life. The list includes, but is not limited to: Reoccurring charges like living...

• What do I need to do with my IRS Form 5498-QA form?

  Keep this form in your records for future reference. You're not required to file it with your tax return.

• What do I need to open an account?

  Make sure you have this information handy:  Your email address; Your birthday; Social Security Number or Tax Identification Number; Residency address.  If you’re an Authorized Legal Representative, you’ll need the same information as the beneficiary’s, plus your work status.  If the beneficiary...

• What happens after the death of a beneficiary? Is there a Medicaid payback?

• What happens if I no longer want to have an online gifting page for my account?

  No problem. You can delete it anytime you want, and the contributions that have previously been gifted (including pending contributions) will stay in the account.  Just sign into your account, go to the Overview tab, and click on the gifting module. Select “Edit this page” and then click “Delete...