Select the appropriate form below by clicking on the name. The form will be displayed in PDF format suitable for printing. You must have Adobe® Reader software (available free at www.adobe.com) to download or print the forms. Please note that some of these transactions can be done online, as indicated below.
Managing an Account
Account Financial Features Form
Add, change, or delete electronic contributions, banking information, systematic exchanges, and systematic withdrawals.
Account Information Change Form
Use this form to change the mailing address, email address or phone number on the account.
Investment Option Change / Future Contribution Allocation Form
Move money in the NY ABLE account to a different investment option, or change investment options for future contributions.
Additional Contribution Form
Make additional contributions to the account by check.
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.
Incoming Rollover Form
Initiate a rollover from another qualified ABLE plan to an existing NY ABLE plan account.
Payroll Direct Deposit Form
Use this form to:
- Deduct money automatically from a paycheck and deposit it directly into the NY ABLE account (the employer must offer this benefit).
- Change the existing deduction.
Call us at 1.855.5NY.ABLE (1.855.569.2253) Monday – Friday from 8 a.m. – 8 p.m. ET
New York State Relay System: 711 or 800-662-1220
No Guarantee: None of the State of New York, its agencies, Ascensus Investment Advisors, LLC, Ascensus Broker Dealer Services, Inc., nor any of their applicable affiliates insures accounts or guarantees the principal deposited therein or any investment returns on any account or investment option. Except to the extent of Federal Deposit Insurance Corporation (FDIC) insurance provided for the Checking Option, NY ABLE accounts will be subject to investment risks, including loss of the principal amount invested.
Investments are not FDIC-insured (Except for the Checking Option). No Bank, State or Federal Guarantee. May Lose Value.