Skip to content
ABLE For All Savings Plan
Search
  • How it Works
    • Eligibility
    • Qualified Expenses
    • Contributions
  • Benefits
    • Prepaid Card
    • Gifting
  • Resources
    • Forms
    • FAQs
  • ALR Info
    • Organizational ALRs
    • Open an Account
    • Sign In
Plan Disclosure Booklet

English (PDF) Plan Disclosure Booklet

Forms

Click on a form to download it

Account setup

Enrollment

Account updates

ALR: Add an Authorized Legal Representative

ALR: Change of Authorized Legal Representative

ALR: Remove of Authorized Legal Representative

Change of Address

Change Banking Information

Change of Name

Death of Beneficiary

Licensed Physician Diagnosis Form

Manage Successor Designated Beneficiary

Power of Attorney

Transactions and investments

Change Investment Option

Contribution

Gifting

Manage Monthly Contributions

Manage Monthly Withdrawals

Withdrawal

Rollovers

529 College Savings to ABLE Rollover (Direct)

529 College Savings to ABLE Rollover (Indirect)

ABLE to ABLE Rollover

Are you Ready?

Begin saving and investing for your goals

Get started

Woman on computer with young boy

Still have questions?

Stop wondering and come find the answers you’re looking for. Give us a call Monday through Friday, at 1-844-394-2253 from 9am-8pm ET, or use our Live Chat feature in the bottom right of your screen (when available).

Individuals with speech or hearing disabilities may dial 711 to access Telecommunications Relay Service (TRS) from a telephone or TTY.

Get answers

Account

  • Open an Account
  • Sign In
Download on the App Store logo
  • Twitter
  • Facebook

Info

  • About
  • How it Works
  • Eligibility
  • Benefits
  • ALR Info
  • ABLE Resources
  • Prepaid Card

Plan Resources

  • Forms
  • Qualified Expenses
  • Plan Disclosure Booklet
  • Participation Agreement
  • Privacy Policy
  • Terms and Conditions
  • Accessibility Statement
  • Historical Performance

Help

  • Contact Us
  • FAQs

ABLE for ALL Savings Plan accounts are not guaranteed by the Oregon Treasurer’s Office, the State of Oregon, any state agency or subdivision thereof, or their authorized agents or affiliates. You could lose money by investing in an ABLE for ALL Savings Plan account. Consider investment objectives, risks, charges and expenses before investing. You should consider whether your home state plan offers any benefits not available through ABLE for ALL. Before you open an account, you should carefully read and understand the Plan Disclosure Booklet and Participation Agreement.

The Prepaid Card is issued by Sunrise Banks N.A., St. Paul, MN 55103, Member FDIC, pursuant to license from Visa U.S.A., Inc. This card can be used everywhere Visa debit cards are accepted. Use of this card constitutes acceptance of the terms and conditions stated in the Cardholder Agreement.

  • Master Services Agreement (Cardholder Agreement)
  • |

  • Sunrise Banks Privacy Policy (PDF)