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Save More, All April Long!
During the month of April, new account holders will receive a match of $25 on their initial deposit.
STABLE Account Enrollment Incentive Terms and Conditions( opens in a new window )

How it Works
Benefits
- Prepaid Card
- Gifting
Resources
- Forms
- FAQs
ALR Info
- Organizational ALRs

Open an Account ( opens in a new window )
Log In ( opens in a new window )

Plan Disclosure Booklet

English (PDF) ( opens in a new window )

Happy family photo of a mom, dad, and their young son

Forms

Downloadable forms, useful links, and other program materials to help you and your loved ones

Account setup

Enrollment (PDF) ( opens in a new window )

Account updates

ALR: Add an Authorized Legal Representative (PDF) ( opens in a new window )
ALR: Change of Authorized Legal Representative (PDF) ( opens in a new window )
ALR: Remove of Authorized Legal Representative (PDF) ( opens in a new window )
Add/Change Successor Designated Beneficiary (PDF) ( opens in a new window )
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Add/Change Successor Designated Beneficiary (Digital Form) ( opens in a new window )
Change of Name (PDF) ( opens in a new window )
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Change of Name (Digital Form) ( opens in a new window )
Death of Beneficiary (PDF) ( opens in a new window )
Diagnosis Form for Licensed Physician (PDF) ( opens in a new window )
Power of Attorney (English PDF) ( opens in a new window )
Power of Attorney (Español PDF) ( opens in a new window )

Entity Forms

Entity Authorized Legal Representative Establishment (PDF) ( opens in a new window )
Entity Change an Authorized Legal Representative (PDF) ( opens in a new window )
Entity Durable Power of Attorney and Indemnification Agreement (PDF) ( opens in a new window )
Entity New Account (PDF) ( opens in a new window )
Resolution of Sign Authority ( opens in a new window )

Transactions and investments

Contribution (PDF) ( opens in a new window )
Gifting (PDF) ( opens in a new window )
Manage Monthly Withdrawals (PDF) ( opens in a new window )
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Manage Monthly Withdrawals (Digital Form) ( opens in a new window )
Withdrawal (PDF) ( opens in a new window )
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Withdrawal (Digital Form) ( opens in a new window )

Rollovers

529 College Savings to ABLE Rollover (Direct PDF) ( opens in a new window )
529 College Savings to ABLE Rollover (Indirect PDF) ( opens in a new window )
ABLE to ABLE Rollover (PDF) ( opens in a new window )

Account

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Learn

About Us
How it Works
Eligibility
Benefits
Prepaid Card
ALR Info
Qualified Expenses

Plan Resources

Forms
Helpful Links
Program Information
Plan Disclosure Booklet ( opens in a new window )
Privacy Policy
Terms & Conditions
Accessibility Statement
Historical Performance

Help

Contact Us
FAQs

Vestwell is offered by the through a partnership with STABLE Account, a national ABLE plan administered by the Ohio Treasurer’s Office. STABLE accounts are not guaranteed or insured by any state, any state agency or subdivision thereof, or their authorized agents or affiliates. You could lose money by investing in a STABLE account. Consider investment objectives, risks, charges, and expenses before investing. Before you open an account, you should carefully read and understand the STABLE Account Plan Disclosure Booklet( opens in a new window ).

The Visa® Prepaid Card is issued by Sunrise Banks N.A., St. Paul, MN 55103, Member FDIC, pursuant to license from Visa U.S.A., Inc. This card can be used everywhere Visa debit cards are accepted. Use of this card constitutes acceptance of the terms and conditions stated in the Cardholder Agreement.

Master Services Agreement (Cardholder Agreement) ( opens in a new window )
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Sunrise Banks Privacy Policy (PDF) ( opens in a new window )