Like my image?
You will use this form instead of requesting to open or close an account via Teams chat
What is a Maintenance E-Form?
Just because you were denied for this does not make you ineligible for an Able account
What is SSI?
From the Account Overview, the three links to direct a Shareholder to their full account number.
What are Settings, Account Information, and Show?
All Oregon residents are eligible to receive a refundable ___________ up to $360 for joint filers and up to $180 for single filers on contributions made to an ORCSP account.
What is a state income tax credit?
(tax credit)
This record keeping tool help to store data via documents for day-to-day operations.
What is Web image?
This is the timeframe it takes to load your prepaid card.
What is 2-5 business days?
The minimum age for an ABLE account beneficiary.
What is 0 years old?
Where a Shareholder can find YTD contributions.
What is the Activity Summary?
You will be required to pay your income tax + 10% on this for Non-Qualified Withdrawals.
What are Earnings
VestWell processed check return fees to Shareholder accounts on this date.
What is 10/29/2024?
After confirming all of the contribution details on your call, its good practice to review this prior to processing their request.
What is Total YTD contributions
SSI* recipients can have up to ________ in an ABLE account without it counting towards the $2,000 asset limit.
What is $100,000?
From the Account Overview, these two links will direct a Shareholder to establish a SPP.
What is Transfers then Manage?
Unspent money at the end of the tax year
What is a Non-qualified distribution?
Telecommunication Relay services can be reached at this number
What is 711?
This identifier connects Surpas to the front end of the portal.
What is an ecomm record?
Must be a sibling of the beneficiary and meet the minimum requirements for an ABLE account.
What is a Successor beneficiary?
You need this to complete the Plaid IDV flow.
What is a mobile device?
This tax form includes the total amount of withdrawals made in the referenced tax year.
What is a 1099 form?
The Minimum subsequent contribution amount for an ABLE account
What is $1?
Do not use this when adding annotations in image
What is an Apostrophe
This legislation changes the age of Eligibility from 26 to 46 starting in 2026
What is the Secure Act 2.0
The bene-to-bene transfer link will be hidden for any of these reasons.
What is a CIP failure, Closed account status, UMGA/ UMTA account?
Filing for an ______ can delay tax filing deadline out to October 15th.
What is an extension?
In OOM, tracking numbers for overnight checks can be found under this tab.
What is Shipping History?