# Guide to ABLE

Whether you're newly eligible, supporting a loved one, or advising clients, get the updates and resources you need to navigate ABLE accounts with clarity and confidence.

## Form Information

**First Name**:

**Last Name**:

**Email Address**:

**State of Residence**:

- Alabama  
- Alaska  
- Alberta  
- Arizona  
- Arkansas  
- British Columbia  
- California  
- Colorado  
- Connecticut  
- Delaware  
- District Of Columbia  
- Florida  
- Georgia  
- Hawaii  
- Idaho  
- Illinois  
- Indiana  
- Iowa  
- Kansas  
- Kentucky  
- Louisiana  
- Maine  
- Manitoba  
- Maryland  
- Massachusetts  
- Michigan  
- Minnesota  
- Mississippi  
- Missouri  
- Montana  
- Nebraska  
- Nevada  
- New Brunswick  
- New Hampshire  
- New Jersey  
- New Mexico  
- New York  
- Newfoundland and Labrador  
- North Carolina  
- North Dakota  
- Northwest Territories  
- Nova Scotia  
- Nunavut  
- Ohio  
- Oklahoma  
- Ontario  
- Oregon  
- Pennsylvania  
- Prince Edward Island  
- Puerto Rico  
- Quebec  
- Rhode Island  
- Saskatchewan  
- South Carolina  
- South Dakota  
- Tennessee  
- Texas  
- US Virgin Islands  
- Utah  
- Vermont  
- Virginia  
- Washington  
- West Virginia  
- Wisconsin  
- Wyoming  
- Yukon Territories

**ABLE Status**:  
Do you currently have an ABLE account?  
- Yes  
- No  
- Not sure / Learning more

**Role / Relationship**:  
Which best describes you?  
- ABLE beneficiary  
- Parent/family member  
- Authorized representative/guardian  
- Professional/advisor  
- Employer/benefits coordinator  
- Nonprofit or service provider  
- Other

**Did your disability begin before age 46?**  
- Yes  
- No

**What are you most interested in?** (Select all)  
- Opening an ABLE account  
- Understanding eligibility  
- Contribution rules  
- Spending rules/QDEs  
- Tax advantages  
- Webinars and educational resources  
- Tools for managing an account

**When are you considering opening or contributing to an ABLE account?**  
- Immediately  
- Within 6 months  
- Just researching  
- Not sure yet