Forms

These forms must be completed and sent to ABLE Account Program.
Log In to create a new account or manage an existing account.

Commonly Requested Forms

Account Information Change Form

Change a name, beneficiary information, mailing address, phone number, successor owner, or interested party on an account.

Account Owner Removes Authorized Individual Form

Remove existing Authorized Individual(s) from your Account.

Power of Attorney / Authorized Individual Form

Grant another person or organization authority to act on a LA ABLE account.

View All Available Forms

Account Financial Features Form

Add, change, or delete a recurring contribution, Electronic Funds Transfer (EFT), bank information, Systematic Withdrawal Program (SWP), or Systematic Exchange Program (SEP).

Employed Account Owner Certficiation Form

Authorize LA ABLE to accept annual contributions exceeding the Basic Annual Contribution Limit.

Entity Certification Form

Required when an Entity initially completes the online Entity Registration process.

Physician Diagnosis Form

Provide this form to your physician to obtain the required written diagnosis.

Enrollment Form

Open a LA ABLE account.

Incoming Direct Rollover Form

Request a direct rollover from another ABLE plan or qualified 529 plan to a LA ABLE account.

Incoming Indirect Rollover Form

Request a rollover from another ABLE plan or qualified 529 plan to a LA ABLE account via check.

Additional Contribution Form

Make additional contributions to a LA ABLE account.

Investment Option Change Form

Move money within your account to a different investment option (allowed twice per calendar year) or change investment options for future contributions.

Payroll Deposit Form

Start, change, or stop automatic contributions from your payroll. (Note: your employer must offer an automatic payroll direct deposit plan.)

Withdrawal Request Form

Request a withdrawal from your account.

Disclosure Booklet

Louisiana’s ABLE Account Program Disclosure Booklet