Please select the appropriate form below by clicking on the title. You may also request forms by contacting the Enable Savings Plan toll-free at 1-844-362-2534, Monday through Friday 8:00 a.m. to 8:00 p.m Central Time.
OPEN AN ACCOUNT
These forms and literature are popular for people to read and use when opening an Enable Savings Plan account. You can also open an account quickly online by clicking the picture of the mouse next to the Enrollment Form.
ENROLLMENT KIT COMPONENTS:
Enrollment Form
Review the Enrollment materials and use this Enrollment Form to open an Enable Savings Plan account.
Program Disclosure Statement
An in-depth description of the rules and regulations of the Enable Savings Plan
MANAGE YOUR ACCOUNT
Account Information Change Form
Update existing information (name, address, phone number) or transfer assets to a new account owner.
Form W-9 Request for Taxpayer Identification Number and Certification
Certifies the account owner's Social Security number or Taxpayer identification number.
Co-Guardian Form (Specifying Individual Authority)
By completing this form, the co-guardians/conservators are able to have individual authority over the ABLE account and choose the checking investment option. Use this form for guardianship/conservatorship that clearly indicates “And” when naming individuals with authority.
Co-Guardian Form (Silent on Individual Authority)
By completing this form, the co-guardians/conservators are able to have individual authority over the ABLE account and choose the checking investment option. Use this form for guardianship/conservatorship that is silent on individual authority.
MAKE A CONTRIBUTION
Account Features Form
Start, change, or stop automatic bank transfer contributions or add or change bank information for electronic contributions to a Enable Savings Plan account.
Additional Contribution Form
Make an additional contribution to your Enable Savings Plan account.
Investment Option Change/Future Contribution Allocation Form
Move money within an Enable Savings Plan account to a different investment option (allowed twice per calendar year) or how your future contributions will be invested (allowed any time).
Payroll Direct Deposit Form
Automatically deduct money from your paycheck and invest it into an Enable Savings Plan account, (if your employer offers payroll direct deposit), or change your existing deduction. If you're opening a new account, you can enroll online and select payroll direct deposit as your contribution method.
Incoming Rollover Form
Request a direct rollover from another ABLE Plan to a Enable Savings Plan account. The form can also be used to deposit assets from another ABLE Plan that have already been redeemed (indirect rollover). If you do not already have an Enable account, you will also need to complete an Enrollment Form or enroll online.
Able to Work Form
Instruct the Plan to allow the Account Owner to contribute additional money in excess of the Annual Contribution Limit by certifying the Account Owner is paid employee and is eligible to contribute additional funds.
MAKE A WITHDRAWAL
Withdrawal Request Form
Initiate a withdrawal from your Enable Savings Plan account.
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