Empty Modal

Skip to content

Menu

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

Open an Account
Log In

Plan Disclosure Booklet

Please be aware that the call center will close early December 24, 2025 through December 25, in observance of Christmas Eve and Christmas.

Important Deadlines:
Check contributions: Must be received (in good order) by Wednesday, December 31, 2025.

Electronic contributions: Must be entered by 4pm ET on Tuesday, December 30, 2025.

Account access is temporarily unavailable. Please check back later. We apologize for the inconvenience.

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)

Account updates

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

Entity Forms

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

Transactions and investments

Contribution (PDF)
Gifting (PDF)
Manage Monthly Withdrawals (PDF)
|
Manage Monthly Withdrawals (Digital Form)
Withdrawal (PDF)
|
Withdrawal (Digital Form)

Rollovers

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

Account

Open an Account
Log in

Learn

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

Plan Resources

Forms
Resources
Plan Disclosure Booklet
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.

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)
|
Sunrise Banks Privacy Policy (PDF)