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Oregon ABLE Savings Plan
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Please be aware that the call center will be closed June 19, 2025, in observance of Juneteenth.

  • How it works
    • Eligibility
    • Qualified Expenses
    • Contributions
  • Benefits
    • Prepaid Card
    • Gifting
  • Resources
    • Forms
    • FAQs
    • News
    • Videos
  • ALR Info
    • Organizational ALRs
    • Open an Account
    • Sign In
Plan Disclosure Booklet

English (PDF) Plan Disclosure Booklet

Español (PDF) Folleto de divulgación del plan

Forms

All the forms we offer, just a click away.

Account setup

  • Enrollment (English PDF)
  • Enrollment (Español PDF)

Account updates

  • ALR: Add an Authorized Legal Representative (PDF)
  • ALR: Change of Authorized Legal Representative (PDF)
  • ALR: Remove of Authorized Legal Representative (PDF)
  • Change of Address (PDF)
  • Change Banking Information (PDF)
  • Change of Name (PDF)
  • Death of Beneficiary (PDF)
  • Licensed Physician Diagnosis Form (PDF)
  • Manage Successor Designated Beneficiary (PDF)
  • Power of Attorney (PDF)

Transactions and investments

  • Change Investment Option (PDF)
  • Contribution (PDF)
  • Gifting (PDF)
  • Manage Monthly Contributions (PDF)
  • Manage Monthly Withdrawals (PDF)
  • Withdrawal (PDF)

Rollovers

  • 529 College Savings to ABLE Rollover (Direct PDF)
  • 529 College Savings to ABLE Rollover (Indirect PDF)
  • ABLE to ABLE Rollover (PDF)

Are you Ready?

Begin saving and investing for your goals

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Still have questions?

Stop wondering and come find the answers you’re looking for. Give us a call Monday through Friday, at 1-844-999-2253, from 9am-5pm PT, or use our Live Chat feature in the bottom right of your screen (when available).

Individuals with speech or hearing disabilities may dial 711 to access Telecommunications Relay Service (TRS) from a telephone or TTY.

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Account

  • Open an Account
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Learn

  • About
  • How it Works
  • Eligibility
  • Benefits
  • ALR Info
  • ABLE Resources
  • News
  • Videos
  • Qualified Expenses
  • Prepaid Card
  • Testimonials

Plan Resources

  • Forms
  • Plan Disclosure Booklet (English)
  • Plan Disclosure Booklet (Español)
  • Participation Agreement
  • Privacy Policy
  • Terms and Conditions
  • Accessibility statement
  • Historical Performance

Help

  • Contact Us
  • FAQs

Oregon ABLE Savings Plan accounts are not guaranteed by the Oregon Treasurer’s Office, the State of Oregon, any state agency or subdivision thereof, or their authorized agents or affiliates. You could lose money by investing in an Oregon ABLE Savings Plan account. Consider investment objectives, risks, charges and expenses before investing. Before opening an account, you should carefully read and understand the Plan Disclosure Booklet and Participation Agreement.

The 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)
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  • Sunrise Banks Privacy Policy (PDF)