Forms and Documents

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 Participation Agreement before opening an account.

Power of Attorney Form

Use this form when you want to grant an additional user online access to your account as an "Account Manager" with withdrawal access.

Note: Authorized Individuals do not need to use this form to open or manage a PA ABLE account.

W-9 Form

Use this form to certify the Account Owner’s or Authorized Individual’s taxpayer identification number.

Additional Contribution Form

Use this form to make a check contribution to a PA ABLE account.

529 Account to ABLE Account Rollover Form

Use this form to make a direct or indirect rollover from a 529 account into a PA ABLE account.

Incoming ABLE to ABLE Rollover Form

Use this form to make a direct or indirect rollover from an existing ABLE account into a new PA ABLE account.

Withdrawal Request Form

Use this form to request a partial or full withdrawal from a PA ABLE account.

Investment Option Exchange Form

Use this form to move money currently in a PA ABLE account from one investment portfolio to another investment portfolio.

Change of Authorized Individual / Organization

Use this form to replace an Authorized Individual or Organization on an account.

Add an Authorized Individual / Organization Form

Use this form to add an Authorized Individual or Organization to an account that is currently self-managed by the Account Owner.

Remove an Authorized Individual / Organization Form

Use this form to remove an Authorized Individual or Organization from an account and let the Account Owner self-manage the account.

Change Banking Information Form

Use this to update or connect a new bank account to a PA ABLE account.

Change of Address Form

Use this form to update the Beneficiary's residential address or the account mailing address.

Change of Name Form

Use this form if the Beneficiary's or Authorized Individual's legal name has changed (for example, due to marriage, divorce, etc.).

Gifting Form

Share this form with friends and family who want to contribute to your PA ABLE account.

Organization Registration Form

Use this form to register your Organization or Government Agency to open PA ABLE accounts for the individuals you serve.