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ALR Info
Organizational ALRs
Forms
Downloadable forms, useful links, and other program materials to help you and your loved ones
Account setup
Enrollment (PDF)
Account updates
ALR: Add an Authorized Legal Representative (PDF)
ALR: Change of Authorized Legal Representative (PDF)
ALR: Remove of Authorized Legal Representative (PDF)
Add/Change Successor Designated Beneficiary (PDF)
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Add/Change Successor Designated Beneficiary (Digital Form)
Change of Name (PDF)
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Change of Name (Digital Form)
Death of Beneficiary (PDF)
Diagnosis Form for Licensed Physician (PDF)
Power of Attorney (English PDF)
Power of Attorney (Español PDF)
Entity Forms
Entity Authorized Legal Representative Establishment (PDF)
Entity Change an Authorized Legal Representative (PDF)
Entity Durable Power of Attorney and Indemnification Agreement (PDF)
Entity New Account (PDF)
Resolution of Sign Authority
Transactions and investments
Contribution (PDF)
Gifting (PDF)
Manage Monthly Withdrawals (PDF)
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Manage Monthly Withdrawals (Digital Form)
Withdrawal (PDF)
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Withdrawal (Digital Form)
Rollovers
529 College Savings to ABLE Rollover (Direct PDF)
529 College Savings to ABLE Rollover (Indirect PDF)
ABLE to ABLE Rollover (PDF)