PA ABLE

Setting up the PA ABLE Account

Thank you for choosing PA ABLE.

Important Information for entities and organizations: Online enrollment by entities and organizations opening Accounts for Eligible Individuals is temporarily unavailable. Entities and organizations must complete and submit a Paper Enrollment Form at this time. If you have questions or need assistance, please contact the PA ABLE Plan at (855) 529-ABLE(2253).

Information needed to open the Account:

Basic Information for Account Owner and/or Authorized Individual (person or entity) where applicable: Name, Permanent Street and Mailing addresses, Birthdate, SSN, TIN, or EIN, Driver's License, Military or State-Issued ID, or other Identification Number, one email address to be used for all Account communications.
Investment Options: Review and understand the Plan's Investment Options. Visit PA ABLE Plan Investment Options.
Before investing, you should check with your home state to determine if it offers tax or other benefits for investing in its own plan.
Bank Information: Bank Account number and routing number if Account funding will be via electronic bank transfer or periodic electronic bank transfers from bank Account to ABLE Account.
Documentation (if required): To learn more about any documentation requirements by the Plan please view Plan Document Requirements.
The Plan Disclosure Booklet contains important information about the PA ABLE Plan including, among other information, the objectives, risks, fees and restrictions associated with opening an Account and investing in the PA ABLE Plan. Capitalized terms used in this enrollment and not defined, have the meanings provided in the Plan Disclosure Booklet. You must read the Plan Disclosure Booklet before opening the Account.
To learn more visit the PA ABLE Plan Home.

To help the government prevent the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person or entity who opens, owns, or manages an Account.


Find Your Saved Enrollment

Please use our access code to continue with the saved enrollment. This page may be closed due to long periods of inactivity.

Enter New Account Owner's Information

The Account Owner is the individual with the disability. Please enter their information here.

Account Owner’s First Name
Account Owner’s Last Name

Enter the email address and phone number to which all communications from the Plan should be sent - enter only one email address.

Email
Direct Telephone Number	-- Primary Telephone area code Primary Telephone next three digits Primary Telephone last four digits
A code will be sent (call or text) to this number to log in.

To open an Account as an Authorized Individual on behalf of the Account Owner, the Authorized Individual must provide official documents confirming their relationship to the Account Owner. Documents can be uploaded during the online account opening process. Appropriate documents must be uploaded (or otherwise provided) and approved by PA ABLE before the account will be activated.

Typical documentation is listed below for each Authorized Individual type. In some cases, other documents might be required to establish the Authorized Individual's authority and relationship to the account owner. Please contact PA ABLE if documentation is not available or if you have questions about documentation requirements.

Authorized Individuals may provide scans or copies of any required documents with the application, but should maintain originals or certified copies and be able to produce them for PA ABLE or Internal Revenue Service upon request.

Please Note: If you are opening the Account on behalf of an eligible adult that has Legal Capacity as defined in the Plan Disclosure Booklet, you are required to submit a Power of Attorney Form completed by the Eligible Individual.

Authorized Individual Type:	Typical Documentation:
Power of Attorney	Power of attorney signed by the Account Owner. Please note that the Power of Attorney must be notarized.
Conservator	Letters of appointment issued by a court
Legal Guardian	Letters of appointment issued by a court, granting appropriate financial authority
Spouse	Marriage certificate
Parent	Account Owner's birth certificate confirming Authorized Individual is the Account Owner's parent
Sibling	Account Owner's and sibling's birth certificates confirming a common parent
Grandparent	Account Owner's and parent's birth certificates confirming Authorized Individual is the Account Owner's grandparent
SSA-appointed Representative Payee	Documentation issued by the Social Security Administration appointing Authorized Individual as representative payee