NC ABLE Program Forms

Enrollment Forms

NC ABLE Enrollment Form (Online)

Open an NC ABLE account online.

NC ABLE Enrollment Form (pdf)

Use this Enrollment form to open an account.

Entity Enrollment Form

Company or Organization Entity Verification and Signatory

Manage Account

Account Financial Features Form (pdf)

Use this form to add, change, or delete electronic contributions, banking information, systematic exchanges, and systematic withdrawals.

Additional Contribution Form (pdf)

Use this form to make additional contributions to your account by check.

Account Information Change Form

Use this form to change the mailing address, email address or phone number on your account.

Investment Changes

Investment Option Change/ Future Contribution Allocation Online

Log in to your account to move money to a different investment option, or to change investment options for future contributions.

Investment Option Change/ Future Contribution Allocation Form (pdf)

Use this form to move money in your account to a different investment option, or to change investment options for future contributions.

Contributions

Payroll Direct Deposit Form Online

Log in to your account if you want to have money automatically deducted from your paycheck and deposited into your account (your employer must offer this benefit) or change your existing direct deposit.

Payroll Direct Deposit Form (pdf)

Use this form if you want to have money automatically deducted from your paycheck and deposited into your account (your employer must offer this benefit) or change your existing direct deposit.

Incoming Direct Rollover Form (pdf)

Use this form to initiate a direct rollover from another qualified ABLE plan to an existing ABLE plan account.

Incoming Indirect Rollover Form

Use this form when funds are withdrawn from an ABLE or 529 Plan and will subsequently be contributed to an ABLE account within 60 days of the withdrawal date.

Earned Income Contribution Certification Form (pdf)

Use this form to certify that you are eligible for an increased annual contribution limit as a result of your earned income.

uGiftABLE

Log in to your account to use uGiftABLE. This feature allows family and friends to gift money directly into your NC ABLE account.

Withdrawals

Withdrawal Online

Log in to request a withdrawal from your account.

Withdrawal Form (pdf)

Use this form to request a withdrawal from your account.

Account Authorization

Authorized Individual Change of Signatory Form

Use this form to add an authorized individual to an existing ABLE Account. It can also be used to certify the Authorized Individual’s authority when the Account Owner reaches the Age of Majority.

Account Owner - Remove an Authorized Individual

This form is used for an Account Owner with capacity to remove all Authorized Individuals from an account.

Agent Authorization/Power of Attorney Form

Use this form to grant a person the ability to act on your account.

Authorized Individual Affidavit - Sibling

Use this form if you are a sibling of an account owner.

Authorized Individual Affidavit - Grandparent

Use this form if you are a grandparent of an account owner.