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Information needed to open the Account:- Basic Information for Account Owner and/or Authorized Individual (not an organization - organizations should register to use the ABLE Entity Management Dashboard and proceed with Account opening from there) where applicable: Name, Permanent Street and Mailing addresses, Birthdate, SSN, TIN, or EIN, Driver's License, Military or State-Issued ID, or other Identification Number, one email address to be used for all Account communications.
- Investment Options: Review and understand the Plan's Investment Options. Visit NH ABLE Plan Investment Options.
- Before investing, you should check with your home state to determine if it offers tax or other benefits for investing in its own plan.
- Bank Information: Bank Account number and routing number if Account funding will be via electronic bank transfer or periodic electronic bank transfers from bank Account to ABLE Account.
- Documentation (if required): To learn more about any documentation requirements by the Plan please view Plan Document Requirements.
- The Plan Disclosure Booklet contains important information about the NH ABLE Plan including, among other information, the objectives, risks, fees and restrictions associated with opening an Account and investing in the NH ABLE Plan. Capitalized terms used in this enrollment and not defined, have the meanings provided in the Plan Disclosure Booklet. You must read the Plan Disclosure Booklet before opening the Account.
- To learn more visit the NH ABLE Plan Home.
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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 or entity who opens, owns, or manages an Account.
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