ABLEAmerica®
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Open
Open an ABLEAmerica account
Application
Use this application to open an ABLEAmerica account.
Complete the ABLEAmerica Account Application.ABLEAmerica brochure
Use this brochure to show clients how ABLEAmerica accounts can help individuals maintain their independence and save for the future.
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For guidelines on eligibility, contribution limits, fee information and more, visit Opening ABLEAmerica accounts.
Transfers and rollovers
Transfer or roll over funds from another ABLE or 529 savings plan
Use this form, with an application, to request a transfer or rollover into an ABLEAmerica account. Contact the resigning institution for their requirements to transfer the assets to Capital Group.
Complete the ABLEAmerica Rollover/Transfer Request.
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Update
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Transact
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Contact us
Have questions or need additional support?
Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.
For financial professionals only. Not for use with the public.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.
Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.
ABLEAmerica is distributed by Capital Client Group, Inc., and sold through unaffiliated intermediaries.
Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through ABLEAmerica. Before investing in any state’s 529 plan, investors should consult a tax advisor.
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.