FAQs
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- About ABLE
- Account Management
- Additional Tax Benefits and Penalties
- ALR
- Banking and Investments
- Contributions and Withdrawals
- Eligibility
- Getting Started with ABLE
- Gifting
- Prepaid Card
- Recurring Contributions
- Rollover
- Successors and Estates
- Tax Credit
- 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... Read more
- Can I roll over a 529 College Savings Plan into my Oregon ABLE account?
- Yes. Changes in the law now allow for money from a 529 College Savings Plan to be rolled over into an ABLE account for that beneficiary, or an eligible family member*, without being penalized. Please note, there is a $19,000 rollover limit, minus the ABLE contributions already made during the... Read more
- Can I roll over the funds in an existing ABLE account into an Oregon ABLE account?
- Yes. You can choose to roll over part or all the funds in your existing ABLE account into an Oregon ABLE account by filling out the ABLE to ABLE Rollover Form. Keep in mind that you can make only one rollover every 12 months. An ABLE account can also be rolled over to an eligible member of the... Read more
- Are there any rollover fees?
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Yes, there is a $50 rollover fee for transferring funds out of the Oregon ABLE Savings Plan and into a different savings plan.
