FAQs
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- About ABLE
- Account Management
- Additional Tax Benefits and Penalties
- ALR
- Banking and Investments
- Contributions and Withdrawals
- Eligibility
- Getting Started with ABLE
- Gifting
- Prepaid Card
- Recurring Contributions
- Rollover
- Successors and Estates
- Tax Credit
- How do I set up automatic contributions?
- It’s easy to set up automatic monthly contributions from your bank account (or multiple accounts) into your ABLE for ALL account. You can securely link your account in the online portal and make adjustments to your contributions as needed. Plus, you can contribute as little as $5 each time. Follow... Read more
- How do I connect more than one bank account to an ABLE for ALL account?
- Adding an additional bank account is simple. Once you’re logged in to your ABLE for ALL account dashboard, find the “Accounts” section in your profile and click on “Add a new bank account.” Follow the steps to connect a new bank account associated with either the name of the beneficiary or the... Read more
- Can I open a new ABLE for ALL account if my previous account was closed?
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Yes, simply log in to your closed account using your previously established email and password, then find the “Create new account” link to get started.
- Do I need a Social Security Number to open an ABLE account?
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Yes. You need to have a Social Security Number (SSN) or an Individual Tax ID Number (ITIN) to open an ABLE account. Learn more about the process of getting a or an , on these official government websites.
- What information is needed to sign up for an ABLE for ALL account?
- To open an ABLE for ALL Savings Plan account, you'll need to provide some basic information as the account holder, including: Full name Contact information Date of birth Social Security number or tax ID To finish setting up your account, you will be asked to: Connect a bank account Choose... Read more
- Can I connect more than one bank account or type of account?
- Yes, you can connect more than one bank account and multiple types of bank accounts. While both checking and savings account types can be linked to your ABLE for ALL account at the same time, please note, the set-up process requires individually connecting each account. The Authorized Legal... Read more
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