NC ABLE Forms

Category Form Name Description Do it online! Download
Enrollment NC ABLE Enrollment Form Use this Enrollment form to open an account. Do it online! https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-enrollment.pdf
Manage Account Account Financial Features Form Use this form to add, change, or delete electronic contributions, banking information, systematic exchanges, and systematic withdrawals. https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-financialfeatures.pdf
Manage Account Additional Contribution Form Use this form to make additional contributions to your account by check. https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-addcon.pdf
Manage Account Account Information Change Form Use this form to change the mailing address, email address or phone number on your account. https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-infochange.pdf
Investment Changes Investment Option Change/ Future Contribution Allocation Form Use this form to move money in your account to a different investment option, or to change investment options for future contributions. Do it online! https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-investmentchange.pdf
Contributions Payroll Direct Deposit Form
Use this form if&%2358;

  • You want to have money automatically deducted from your paycheck and deposited into your account (your employer must offer this benefit).&%23160;
  • You want to change your existing deduction.&%23160;
If you’re opening a new account, you can enroll online and select payroll deduction as your contribution method

 Do it online! https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-payroll.pdf
Contributions Incoming Rollover Form
Use this form to initiate a rollover from another qualified ABLE plan to an existing ABLE plan account
 https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-rollover.pdf
Contributions Earned Income Contribution Certification Form
Use this form to certify that you are eligible for an increased annual contribution limit as a result of your earned income.
 https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-abletowork.pdf
Withdrawals Withdrawal Form
Use this form to request a withdrawal from your account.
 Do it online! https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-withdrawal.pdf
Authorization Agent Authorization/Power of Attorney Form
Use this form to grant a person the ability to act on your account.
 https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-poa.pdf
Authorization Add an Authorized Individual Form
Use this form to add an Authorized Individual to an existing ABLE Account.
 https://cdn.unite529.com/jcdn/files/UABLE/pdfs/nc-addai.pdf
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