What information is needed to sign up for an Oregon ABLE account?
To open an Oregon ABLE Savings Plan account, you'll need to provide some basic information as the account holder, including:
Full name
Contact information
Date of birth
Social Security number or tax ID
To finish setting up your account, you will be asked to:
Connect a bank account
Choose your investments
Fund your account (add at least $25)
If you’re an Authorized Legal Representative, you’ll need to provide the same basic information as the beneficiary. You may also need guardianship, conservatorship, or power of attorney documentation, depending on your relationship to the beneficiary.
If the beneficiary is not eligible for Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI) benefits, they need a signed Diagnosis Form from a licensed physician. You will not be asked to provide this form during registration, but the IRS or the program administrator may ask for it at any time.
Learn more about the process of opening an account as an Organizational ALR.
If you would rather use a paper Enrollment Form, please complete and mail to:
Oregon ABLE Savings Plan
P.O. Box 534430
Pittsburgh, PA 15253-4430
