To Open a New PA ABLE Account
Enrollment Guide
Get a full overview of the PA ABLE Savings Program.
Disclosure Statement
View the complete Disclosure Statement for the PA ABLE Savings Program.
Enrollment Form
Use the enrollment form to open a PA ABLE Savings Program account.
Note: You MUST read the Disclosure Statement and sign the Program Contract before opening an account.
Payroll Direct Deposit Form
Use this form to start, change, or stop payroll direct deposit instructions to a PA ABLE Savings Program account.
Power of Attorney/Authorized Individual Form
Use this form to request changes to your investment option (you can do this only twice per calendar year) or to change the future contribution allocations.
W-9 Form
Use this form to certify the Account Owner’s or Authorized Individual’s taxpayer identification number.
To Make Changes to an Existing PA ABLE Account
Additional Contribution Form
Use this form to make an additional contribution to a PA ABLE account.
Incoming Direct Rollover Form
Use this form to request a direct rollover from another qualified ABLE plan or 529 plan to an existing PA ABLE Savings Program account.
Incoming Indirect Rollover Form
Use this form when funds are withdrawn from an ABLE or 529 Plan and subsequently will be contributed to an ABLE account within 60 days of the withdrawal date.
ABLE to Work Self-Certification Form
Use this form to certify that you are eligible for an increased annual contribution limit as a result of your earned income.
Account Financial Features Form
Use this form to add, change, or delete a recurring contribution, Electronic Funds Transfer (EFT), Systematic Withdrawal Program (SWP), Systematic Exchange Program (SEP), or banking information on a PA ABLE Savings Program account.
Account Information Change Form
Use this form to update existing Account Owner information, transfer Account ownership to a new Account Owner, update existing Authorized Individual information, add or change an email address, change eligibility basis, add or update a Successor Account Owner, add or update a Successor Authorized Individual, or add or update an Interested Party.
Note: Only a sibling of the current Account Owner may be named as a new Account Owner or a Successor Account Owner.
Payroll Direct Deposit Form
Use this form to start, change, or stop payroll direct deposit instructions to a PA ABLE Savings Program account.
Withdrawal Request Form
Use this form to make full or partial withdrawals from a PA ABLE Savings Program account.
Investment Option Change/Future Contribution Allocation Change Form
Use this form to request changes to your investment option (you can do this only twice per calendar year) or to change the future contribution allocations.
Authorized Individual Change of Signatory Form
This form can be used to add or replace an Authorized Individual on an Account. It can also be used to certify the Authorized Individual’s authority when the Account Owner reaches the age of majority.
Authorized Entity Signatory Form
Use this form if you are a company or organization serving as the Authorized Individual for one or more Eligible Individuals, to designate a representative or representatives to act on behalf of the Entity with respect to PA ABLE Accounts (“Signatories”).
Power of Attorney/Authorized Individual Form
Use this form to designate someone as an Authorized Individual with authority to act as your agent on your PA ABLE account.
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