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;
|
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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