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How can I roll over the funds in my Oregon ABLE account into another ABLE account?

We'd be sorry to see you go! You can choose to roll over part or all the funds in your Oregon ABLE Savings Plan account into another ABLE plan by filling out a rollover form from your new ABLE Savings Plan. Keep in mind that if you roll over your entire account balance, your Oregon ABLE account will remain open until you decide to close it.

You can make one rollover in a 12-month period without being taxed. And note, there is a $50 rollover fee.

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