ABLE TN

Setting up your ABLE TN account

Thank you for choosing ABLE TN.

IMPORTANT INFORMATION ABOUT OPENING A NEW ACCOUNT

Establishment and Signatory of an ABLE TN Account - An Account may be established by an Eligible Individual or an Authorized Individual, as defined in the Program Disclosure Brochure.

Read this section if you are opening an Account as an Authorized Individual (person with the authority to open the Account)- As an Authorized Individual of an adult Account Owner who either (1) lacks the capacity to contract and for whom you have authority to act, or (2) has legal capacity to contract and has granted you power of attorney. The Authorized Individual is the person who can transact on the Account on behalf of the Account Owner. The Authorized Individual may be the Account Owner's agent under a power of attorney, a conservator or legal guardian, spouse, parent, sibling, grandparent of the Account Owner, or a representative payee appointed for the Account Owner by the Social Security Administration, in that order.

There will be certain documentation required for the establishment of an Account for any person or entity asserting Signatory Authority as an Authorized Individual as outlined on the page of the online enrollment where the Authorized individual enters their information. If the documentation requires the authority of two or more signatories, please download, print and complete an enrollment form and submit it to the Plan accompanied with the authorizing documentation.

There are just four easy steps to open a new account.

Read the Disclosure Brochure
Choose the best Investment Option for you
Gather information
1. Residential street address
2. Social security or taxpayer identification number
3. Birth date
4. Your personal bank account number (to pre-schedule contributions from your personal checking or savings account)
Determine if you have an existing ABLE account with ABLE TN or another ABLE plan. You are only allowed to have one ABLE account at a time, except for when you are processing a Program-to-Program transfer. Our system has access to check other ABLE plan platforms. If it is determined that you have or have had an ABLE account, you may be unable to proceed with the online enrollment, and you may be required to complete an Enrollment Application form.

*We are required by federal law to obtain, verify, and record information that identifies each person who opens an account. If you don't provide the requested information, we may not be able to open your account. If we are unable to verify your identity, the Plan reserves the right to close your account or take other steps we deem reasonable.

To help the government prevent the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

Obtain a saved enrollment.

Enter New Account Owner's Information

To open a new account, fill in the information below and click continue.

Note: Enter the email address in which you would like to receive email communications from the Plan - enter only one email address.

First Name
Last Name
Email
Primary Telephone	-- Primary Telephone area code Primary Telephone next three digits Primary Telephone last four digits

Please note, to open an ABLE TN Account as an Authorized Individual on behalf of an Eligible Individual who is lacks the ability to contract, the Authorized Individual must be the highest-ranking individual on the list of Authorized Individuals, below, who is willing and able to open and maintain the Account. For each Authorized Individual, official documents as indicated below must be submitted to establish and maintain the account.

Authorized Individual Type:	Typical Documentation:
Power of Attorney	Durable Power of Attorney document or ABLE TN Power of Attorney form signed by the Account Owner and notarized.
Legal Guardian/Conservator	Copy of the court ordered conservatorship, guardianship, or other legal documentation indicating that the right to handle finances for the Eligible Individual has been removed from the individual and granted to the person or entity asserting conservatorship, or guardianship of the Eligible Individual.
Spouse, Parent, Sibling, Grandparent, SSA-appointed Representative Payee	Copy of the Durable Power of Attorney or court documentation (i.e., copy of a court ordered conservatorship, guardianship, or other legal documentation) indicating that the right to handle finances for the Eligible Individual has been removed from the individual and granted to the person or entity asserting power of attorney, conservatorship, or guardianship of the Eligible Individual. A letter of instruction from the power of attorney, court ordered conservator or guardian of the Eligible Individual acknowledging they are aware that this ABLE TN Account is being established on behalf of the Eligible Individual. The letter of instruction must contain the signature of the power of attorney, court ordered conservator or guardian of the Eligible Individual. If enrolling via paper, complete Section 5 of the Enrollment Application. If proceeding with online enrollment, upload, mail, e-mail, or fax a Letter of Instruction from the power of attorney, court ordered conservator or guardian of the Eligible Individual acknowledging they are aware this ABLE TN Account is being established. If you are acting on behalf of an entity, please provide a letter on company letterhead signed by the Executive Director or equivalent containing the names of individuals with your company who have authority to act on behalf of the entity as it relates to this ABLE TN Account.

Authorized Individual Type:

Typical Documentation:

Power of Attorney

Durable Power of Attorney document or ABLE TN Power of Attorney form signed by the Account Owner and notarized.

Legal Guardian/Conservator

Copy of the court ordered conservatorship, guardianship, or other legal documentation indicating that the right to handle finances for the Eligible Individual has been removed from the individual and granted to the person or entity asserting conservatorship, or guardianship of the Eligible Individual.

Spouse, Parent, Sibling, Grandparent, SSA-appointed Representative Payee

Copy of the Durable Power of Attorney or court documentation (i.e., copy of a court ordered conservatorship, guardianship, or other legal documentation) indicating that the right to handle finances for the Eligible Individual has been removed from the individual and granted to the person or entity asserting power of attorney, conservatorship, or guardianship of the Eligible Individual.

A letter of instruction from the power of attorney, court ordered conservator or guardian of the Eligible Individual acknowledging they are aware that this ABLE TN Account is being established on behalf of the Eligible Individual. The letter of instruction must contain the signature of the power of attorney, court ordered conservator or guardian of the Eligible Individual. If enrolling via paper, complete Section 5 of the Enrollment Application. If proceeding with online enrollment, upload, mail, e-mail, or fax a Letter of Instruction from the power of attorney, court ordered conservator or guardian of the Eligible Individual acknowledging they are aware this ABLE TN Account is being established.

If you are acting on behalf of an entity, please provide a letter on company letterhead signed by the Executive Director or equivalent containing the names of individuals with your company who have authority to act on behalf of the entity as it relates to this ABLE TN Account.

Entity Type:	Typical Documentation:
State/Government Agencies	Office of State Guardian Authorized Signatory Form
Non-Profit Entity	Authorized Entity Signatory Form
For-Profit Entity	Authorized Entity Signatory Form